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Peter Leo Murphy

Investment adviser representative at Prosperity - An Eisneramper Company
13 yearsExperience
1 stateRegistered in
$5BFirm assets
11 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
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Prosperity - An Eisneramper CompanyJan 2026 to now
  2. Dai Securities LLCJan 2026 to now
  3. One Charles Private WealthOct 2024 to Jan 2026
  4. Blackrock Investments, LLCJun 2023 to Oct 2024
  5. BlackrockFeb 2021 to Oct 2024
  6. Rockland Trust BankJun 2019 to Feb 2021
  7. Eastern Massachusetts Lacrosse Official AssociationMar 2018 to Mar 2020
  8. Panettieri Family LLCJan 2018 to Jan 2026
  9. Gateway Pools IncMay 2013 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Prosperity - An Eisneramper Company

Legal name: The Prosperity Consulting Group, LLC

$5BAssets managed
2,412Clients
65Advisers
11 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
7770902
Firm CRD
133777
Advisor's SEC record (opens in a new tab)
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