Kaitlyn Jane Murphy
Investment adviser representative at The Fiduciary Group
10 yearsExperience
1 stateRegistered in
$2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Fiduciary Group LLCSep 2025 to now
- Bank of New York MellonFeb 2024 to Sep 2025
- PNC BankMay 2023 to Aug 2023
- Hempfield School DistrictAug 2022 to Sep 2022
- Federated HermesMay 2022 to Aug 2022
- ServicelinkNov 2021 to Apr 2022
- LowesMay 2021 to Aug 2021
- Saint Vincent CollegeAug 2020 to Dec 2023
- Plum Senior High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
The Fiduciary Group
Legal name: The Fiduciary Group, LLC
$2BAssets managed
702Clients
13Advisers
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
- 8206086
- Firm CRD
- 221530