Sheridan P Murphy
Investment adviser representative at United Advisor Group
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- United Advisor GroupMar 2025 to now
- United Advisor Group dba Modern Wealth MethodsFeb 2023 to now
- Cambridge Investment Research Advisors, Inc.Oct 2021 to Feb 2023
- Cambridge Investment Research, Inc.Oct 2021 to Feb 2023
- Oneamerica SecuritiesSep 2020 to Sep 2021
- American United LifeJul 2020 to Sep 2021
- Fidelity InvestmentsFeb 2020 to Aug 2020
- Fidelity Brokerage Services, LLCNov 2019 to Aug 2020
- Fidelity InvestmentsJul 2017 to Jan 2020
- VeritudeJul 2017 to Nov 2019
- Miami UniversityFeb 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
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
- 7200156
- Firm CRD
- 324205