Noel Edward Murphy
Investment adviser representative at Sonoma West Advisors
20 yearsExperience
1 stateRegistered in
$255.9MFirm assets
3 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
Experience
20 years in the industry.
- Sonoma West AdvisorsOct 2025 to now
- Dts Group LLCJan 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sonoma West Advisors
Legal name: Sonoma West LLC
$255.9MAssets managed
60Clients
1Advisers
3 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
- 2625059
- Firm CRD
- 138687