Cassidy Murphy
Investment adviser representative at Fiduciary Financial Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fiduciary Financial Group, LLCJun 2026 to now
- Wealth Enhancement Advisory ServicesAug 2024 to Jun 2026
- Wealth Enhancement GroupAug 2024 to Jun 2026
- Range Finance IncDec 2023 to Aug 2024
- Fintrust Brokerage Services, LLCJun 2021 to Nov 2023
- Fintrust Capital Advisors, LLCJun 2021 to Nov 2023
- Bank of America, N.A.Feb 2017 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to May 2021
- Bank of America, N.A.Jun 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Fiduciary Financial Group, LLC
$1.1BAssets managed
415Clients
9Advisers
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
- 6735935
- Firm CRD
- 285681