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Michael John Murphy

Investment adviser representative at Cw Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$15.2BFirm 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 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

Experience

12 years in the industry.

  1. Cw Advisors, LLCOct 2020 to now
  2. Congress Wealth Management LLCJul 2014 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Cw Advisors, LLC

$15.2BAssets managed
6,542Clients
99Advisers
5 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
6405937
Firm CRD
310873
Advisor's SEC record (opens in a new tab)
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