Advisor at Murphy Wealth Management Group
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Firm
Murphy Wealth Management Group
Location
Fishkill, NY 12524
Credentials
Series 63, Series 65
Industry experience
6 years
Matthew Brady is a financial advisor with Murphy Wealth Management Group in Fishkill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Girard Advisory Services, The Vanguard Group, and Merrill Lynch. Murphy Wealth Management Group provides fee-based, discretionary investment management and financial planning primarily for individual and high-net-worth clients, managing approximately $252 million in assets across three advisors. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios and conducts regular reviews, offering ongoing portfolio management as well as consulting and written financial plans.
Based on Murphy Wealth Management Group
Based on Murphy Wealth Management Group
Fixed fees for consulting services range from $1,000 to $2,000; fees negotiable
$500,000 - $699,999: 1.25% $700,000 - $1,199,999: 1.10% $1,200,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.70% $5,000,000+: Negotiable
Clients may purchase investment products through LPL Financial on a commission basis; firm does not charge advisory fee in addition to commissions when products are purchased on commission basis
Hourly consulting services with maximum hourly fee not exceeding $1,000
Account minimum: $500,000 generally required for asset management services; lower minimums permitted in certain instances Minimum fee: Minimum fee for financial planning services generally $1,000 Fee-only: Fees charged on financial planning and consulting services on hourly or fixed fee basis; maximum hourly fee $1,000; fixed fees range from $1,000 to $2,000; negotiable fees
60 Merritt Blvd., Suite 106
Fishkill, NY 12524
New York
LPL Financial
2025 - Present (1 year)
Murphy Wealth Management
2025 - Present (1 year)
Girard Advisory Services, LLC
2023 - 2025 (2 years)
Girard Investment Services, LLC
2022 - 2025 (3 years)
The Vanguard Group, Inc.
2020 - 2022 (2 years)
Merrill
2017 - 2019 (2 years)
Delaware Valley University
2015 - 2019 (4 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Fishkill, NY
Sabina Asset Management LLC
Series 66
Brewster, NY
McGrath WealthCare, LLC
CFA®, Series 63, Series 65
Garrison, NY
Prentice Investment Management, LLC
CFP®, Series 65
Mahopac, NY
Spano Advisory Services Inc.
Series 63, Series 65
Newburgh, NY
TruNorth Financial LLC
Series 66
Hopewell Junction, NY
Mountain Pass Planning
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