Robert B. Murphy

EDLY ADVISORS

WHITE PLAINS, NY 10606

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CRD#: 1257391

Professional summary

Robert Blake Murphy is a registered financial advisor currently at EDLY ADVISORS located in White Plains, New York.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 17 firms and has passed the Series 65, Series 63, Series 7TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Vector Capital Services, LLC; Personal consulting services (inactive). No revenue received. Consulting Platform; Sole Proprietor; PO Box 575, Huntington, NY 11743; Non-investment related; zero hours during trading day; Start Date: Feb. 2016; Currently Inactive

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Blake Murphy's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 31, 2024 - Present

EDLY ADVISORS

Office #1: 10 Bank Street Suite 630, White Plains, NY 10606

RIA

CRD#: 328677

WHITE PLAINS, NY

Past

March 11, 2021 - December 31, 2023

EDLY

RIA

CRD#: 305923

BRIARCLIFF MANOR, NY

Past

August 22, 2018 - April 22, 2020

TRIBAL CAPITAL MARKETS, LLC

CRD#: 38901

NEW YORK, NY

Past

September 26, 2017 - April 10, 2018

OLDFIELD CAPITAL GROUP LLC

CRD#: 159498

NEW YORK, NY

Past

January 19, 2017 - July 5, 2017

FIRST EMPIRE SECURITIES, INC.

CRD#: 15129

HAUPPAUGE, NY

Past

February 26, 2016 - January 18, 2017

ECOBAN SECURITIES CORPORATION

CRD#: 29112

NEW ROCHELLE, NY

Past

July 21, 2014 - February 3, 2015

MAREX CAPITAL MARKETS INC.

CRD#: 161014

NEW YORK, NY

Past

October 17, 2013 - July 15, 2014

SEAPORT GLOBAL SECURITIES LLC

CRD#: 116270

NEW YORK, NY

Past

January 27, 2012 - July 16, 2013

DRIVEWEALTH INSTITUTIONAL LLC

CRD#: 33038

NEW YORK, NY

Past

September 20, 2010 - October 3, 2011

COHEN & COMPANY CAPITAL MARKETS, LLC

CRD#: 144981

NEW YORK, NY

Past

December 9, 2008 - October 4, 2010

COHEN & COMPANY SECURITIES, LLC

CRD#: 104002

NEW YORK, NY

Past

September 19, 2006 - September 17, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

July 24, 2003 - September 18, 2006

FORTIS SECURITIES LLC

CRD#: 103714

NEW YORK, NY

Past

March 30, 2001 - July 1, 2003

ROTHSCHILD & CO US INC.

CRD#: 2910

NEW YORK, NY

Past

July 7, 1992 - February 28, 2001

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

July 18, 1990 - July 21, 1992

MEESPIERSON INVESTMENT FINANCE (U.S.) INC.

CRD#: 26106

Past

February 21, 1990 - April 23, 1990

FORTIS CAPITAL INVESTMENTS INC.

CRD#: 15006

NEW YORK, NY

Past

February 14, 1985 - February 17, 1990

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

May 22, 1984 - December 28, 1984

LEHMAN BROTHERS INC.

CRD#: 7506

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".

EDLY ADVISORS

EDLY ADVISORS | EDLY ADVISORS LLC

CRD#: 328677 / SEC#: 801-129144

RIA

Registered Investment Advisory firm - (1/18/2024 Approved)

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

New York
(1/31/2024)

IAR

Texas
(2/8/2024)

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

State Security Law Exam

IAR

Series 65

Date: 12/14/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/10/2024

General Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 3/10/2024

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/2024

General Securities Principal Examination

Current Firm

EDLY ADVISORS

EDLY ADVISORS | EDLY ADVISORS LLC

CRD#: 328677 / SEC#: 801-129144

RIA

Registered Investment Advisory firm - (1/18/2024 Approved)

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Contact information

Main Address

10 Bank Street Suite 630, White Plains, NY 10606

Mailing Address

Phone number

(914) 785-8344

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2B BROCHURE SUPPLEMENT - R. BLAKE MURPHY (10/22/2025)

EDLY ADVISORS LLC - BROCHURE (10/22/2025)

PART 2B BROCHURE SUPPLEMENT - CHRISTOPHER RICCIARDI (10/22/2025)

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 19,833,791

Red Flags

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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Firm Stability Insights

Robert B. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Blake Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDLY

TRIBAL CAPITAL MARKETS, LLC

OLDFIELD CAPITAL GROUP LLC

FIRST EMPIRE SECURITIES, INC.

ECOBAN SECURITIES CORPORATION

MAREX CAPITAL MARKETS INC.

SEAPORT GLOBAL SECURITIES LLC

DRIVEWEALTH INSTITUTIONAL LLC

COHEN & COMPANY CAPITAL MARKETS, LLC

COHEN & COMPANY SECURITIES, LLC

LEHMAN BROTHERS INC.

FORTIS SECURITIES LLC

ROTHSCHILD & CO US INC.

J.P. MORGAN SECURITIES LLC

MEESPIERSON INVESTMENT FINANCE (U.S.) INC.

FORTIS CAPITAL INVESTMENTS INC.

J.P. MORGAN SECURITIES LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

EDLY ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2020

Series 63

Date: 6/15/1984

Series 7TO

Date: 3/10/2024

Series 79TO

Date: 3/10/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/19/1984

Series 24

Date: 3/10/2024

Current Firm

EDLY ADVISORS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDLY ADVISORS

TRUST BUT VERIFY

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