Paul William Murphy
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul William Murphey
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
Contact Information
Main Address
1400 Hooper Ave, Toms River, NJ 08753Phone Number
(732) 965-8190# of Employees
11SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,042AUM (Assets Under Management)
$391,326,903Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WEALTH QUARTERBACK LLC | WEALTH QUARTERBACK. LLC
State Registrations and Notice Filings
(5/22/2020)
(3/19/2025)
(4/11/2016)
(4/7/2021)
(5/22/2020)
(12/5/2023)
(7/9/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Paul William Murphy's CRS (Customer Relationship Summary).
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