Kevin Murphy
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Kevin Murphy is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His background includes roles at Avantax Insurance Agency, Savoy Associates, and operating his own CPA practice focused on accounting, tax preparation, and bookkeeping for personal and small business clients. He has experience as an insurance agent in both health and traditional life insurance sales. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, firm-sponsored models, and third-party managed options, supported by a unique integration of retirement and institutional trust services.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
516 Industrial Loop, #28
Staten Island, NY 10309
New York
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
Kevin Murphy CPA PC
2024 - 2026 (2 years)
Kevin Murphy CPA PC
2023 - Present (3 years)
Kevin Murphy CPA
2022 - 2024 (2 years)
Savoy associates
2018 - Present (8 years)
Avantax Insurance Agency, Llc
2018 - 2025 (7 years)
Fixed Life Sales
2016 - Present (10 years)
Kevin Murphy
2016 - Present (10 years)
Avantax Advisory services
2015 - 2025 (10 years)
Avantax Investment Services, INC.
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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