Brian William Murphy
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$339.2MFirm 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
Experience
10 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanySep 2024 to now
- Walser Wealth Management CompanyJul 2024 to now
- Sabal Trust CompanyJun 2022 to Jul 2024
- Northbridge Financial Group, LLCOct 2020 to Jun 2022
- LPL Financial, LLCMay 2018 to Oct 2020
- Northwestern MutualJan 2018 to Jun 2018
- Rodizio SteakhouseJun 2017 to Jan 2018
- Geckos Pub and GrillJan 2017 to Jun 2017
- Dave and Buster'sJul 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
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
- 6905786
- Firm CRD
- 206518