Terrence P Murphy
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Bank of America N.A.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to now
- Pruco Securities, LLCJan 2022 to Sep 2023
- The Prudential Insurance Company of AmericaJan 2022 to Sep 2023
- Eagle Strategies LLCMar 2018 to Jan 2022
- Nylife Securities LLCFeb 2017 to Jan 2022
- New York Life Insurance CoSep 2016 to Jan 2022
- Keller WilliamsJul 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 2030522
- Firm CRD
- 7691