Robert Thomas Murphy
Investment adviser representative at Simplicity Wealth
12 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 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
- Seminars and workshops
Experience
12 years in the industry.
- The Leaders Group IncOct 2023 to now
- Simplicity Wealth, LLCMar 2021 to now
- Simplicity GroupMay 2019 to now
- Simplicity Financial Investment ServicesOct 2019 to Oct 2023
- Simplicity Financial DistributorsMay 2019 to Oct 2023
- First Palladium, LLCApr 2019 to May 2019
- The Leaders Group IncMar 2017 to Dec 2018
- Zenith Marketing GroupDec 2016 to May 2019
- Futurity First Investment ServicesMay 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CT).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 3193173
- Firm CRD
- 300572