PM
Paul W. Murphy
WEALTH QUARTERBACK LLC
Toms River, NJ 08753
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CRD#: 1130211
PM
Professional summary
Paul William Murphy, CFP®, who also goes by Paul William Murphey, is a registered financial advisor currently at WEALTH QUARTERBACK LLC located in Toms River, New Jersey.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul William Murphey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JALINSKI ADVISORY GROUP
1400 HOOPER AVE.,TOM RIVER,NJ 08753
TITLE/POSITION:INSURANCE AGENT
DUTIES:INSURANCE SALES (LIFE, LONG TERM CARE& DISABILITY INSURANCE)
START DATE:08/2015
2) THE WEALTH QUARTERBACK. RIA. FEE BASED ADVISROY BUSINESS. START DATE UPON AFFILIATION WITH APFS.
ALL DONE DURING TRADING HOURS.
3) INSURANCE SALES. LIFE AND DISABILITY. START DATE 8/2015. 10 HOURS DEVOTED PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Paul William Murphy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
April 11, 2016 - Present
WEALTH QUARTERBACK LLC
Office #1: 1400 Hooper Ave, Toms River, NJ 08753RIA
CRD#: 282967
Toms River, NJ
Past
December 7, 2016 - December 24, 2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Toms River, NJ
Past
August 28, 2015 - May 6, 2016
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
Past
February 15, 2013 - July 27, 2015
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Melville, NY
Past
September 19, 2012 - February 25, 2013
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MELVILLE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WQ
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
CRD#: 282967 / SEC#: 801-117034
RIA
Registered Investment Advisory firm - (7/25/2019 Approved)Connecticut
Registered Investment Advisory firm - (8/7/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (7/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2019 Terminated)Texas
Registered Investment Advisory firm - (7/25/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(5/22/2020)
IAR
Delaware(3/19/2025)
IAR
New Jersey(4/11/2016)
IAR
New York(4/7/2021)
IAR
Pennsylvania(5/22/2020)
IAR
South Carolina(12/5/2023)
IAR
Texas(7/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WQ
WEALTH QUARTERBACK LLC
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
CRD#: 282967 / SEC#: 801-117034
RIA
Registered Investment Advisory firm - (7/25/2019 Approved)Connecticut
Registered Investment Advisory firm - (8/7/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (7/25/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2019 Terminated)Texas
Registered Investment Advisory firm - (7/25/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Hooper Ave, Toms River, NJ 08753
Mailing Address
Phone number
(732) 965-8190
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,678 |
| AUM (Assets Under Management) | $ 331,823,464 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH QUARTERBACK LLC
CRD#: 282967Toms River, NJ 08753TRUST BUT VERIFY
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