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Melanie Jill Murphy

Investment adviser representative at Cerity Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$161.7BFirm 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 feePerformance-based

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.

  1. Cerity Partners LLCJan 2025 to now
  2. Cerity Partners LLCMar 2022 to Dec 2024
  3. Pricewaterhousecoopers LLPJan 2021 to Feb 2022
  4. UnemployedJul 2020 to Dec 2020
  5. Full Time EducationAug 2019 to Jun 2020
  6. Pricewaterhousecoopers LLPJun 2019 to Aug 2019
  7. Full-time EducationAug 2018 to Jun 2019
  8. UnemploymentJul 2018 to Aug 2018
  9. Full Time EducationAug 2017 to Jun 2018
  10. UnemployedJul 2017 to Aug 2017
  11. Full-time EducationSep 2016 to Jun 2017
  12. Keurig Green Mountain, IncSep 2016 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (MA).

Cerity Partners LLC

$161.7BAssets managed
26,230Clients
678Advisers
16 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
7533542
Firm CRD
151559
Advisor's SEC record (opens in a new tab)
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