Steven Chandler Murphy
Investment adviser representative at Root Financial Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Root Financial Partners, LLCSep 2024 to now
- USA Financial SecuritiesJan 2022 to Sep 2024
- Sterling Wealth PartnersJan 2022 to Aug 2024
- Sterling Wealth PartnersDec 2020 to Dec 2021
- Whittier Area Community ChurchFeb 2019 to Dec 2020
- California State UniversityAug 2018 to May 2021
- Fullerton CollegeAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 7314485
- Firm CRD
- 290289