Margaret Elizabeth Murphy
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2019 to now
- Louis VuittonSep 2018 to Jan 2019
- Bayer BeckerAug 2017 to Dec 2017
- Chuy's Opco Inc.Sep 2016 to Jun 2017
- Elegant Events By ElisaSep 2016 to Dec 2016
- Cooper's Hawk Winery & RestaurantJun 2016 to Mar 2019
- Kendra ScottDec 2015 to Sep 2018
- OdysseyAug 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7097592
- Firm CRD
- 104555