David Lawrence Murphy
Investment adviser representative at Osaic Wealth, Inc.
26 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Osaic Wealth, Inc.Mar 2025 to now
- OsaicMar 2025 to now
- Self EmployedApr 2022 to Mar 2025
- People United AdvisorsJun 2020 to Apr 2022
- Self EmployedFeb 2019 to May 2020
- Boston Private Wealth LLCJul 2017 to Jan 2019
- TD Private Client Wealth LLCSep 2012 to Jul 2017
- TD Bank, N.A.Jul 2000 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CT).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449308
- Firm CRD
- 23131