Patrick Cormac Murphy
Investment adviser representative at Cachetech
14 yearsExperience
1 stateRegistered in
CFADesignation
$547.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- CachetechDec 2023 to now
- Adams Wealth Management, LLCMar 2020 to now
- Charles Schwab Investment AdvisoryNov 2012 to Mar 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cachetech
Legal name: Cachetech Inc.
$547.4MAssets managed
5Clients
3Advisers
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
- 5504210
- Firm CRD
- 327688