AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RM

Robert Blake Murphy

CRD# 1257391·Registered 1984 - 2025
Previously Registered: Being a previously registered professional could mean that Robert is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Robert Blake Murphy was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1984 - 2025. Robert had worked at 17 firms and has passed the Series 65, Series 63, Series 7TO, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

42 years in the financial services industry

Current & Past Employments

EDLY ADVISORS·CRD# 328677
RIA
White Plains, NY
January 31, 2024 - December 2, 2025
EDLY·CRD# 305923
RIA
Briarcliff Manor, NY
March 11, 2021 - December 31, 2023
PLP CAPITAL·CRD# 38901
BD
New York, NY
August 22, 2018 - April 22, 2020
OLDFIELD CAPITAL GROUP LLC·CRD# 159498
BD
New York, NY
September 26, 2017 - April 10, 2018
FIRST EMPIRE SECURITIES, INC.·CRD# 15129
BD
Hauppauge, NY
January 19, 2017 - July 5, 2017
ECOBAN SECURITIES CORPORATION·CRD# 29112
BD
New Rochelle, NY
February 26, 2016 - January 18, 2017
MAREX CAPITAL MARKETS INC.·CRD# 161014
BD
New York, NY
July 21, 2014 - February 3, 2015
SEAPORT GLOBAL SECURITIES LLC·CRD# 116270
BD
New York, NY
October 17, 2013 - July 15, 2014
DRIVEWEALTH INSTITUTIONAL LLC·CRD# 33038
BD
New York, NY
January 27, 2012 - July 16, 2013
COHEN & COMPANY CAPITAL MARKETS, LLC·CRD# 144981
BD
New York, NY
September 20, 2010 - October 3, 2011
COHEN & COMPANY SECURITIES, LLC·CRD# 104002
BD
New York, NY
December 9, 2008 - October 4, 2010
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
September 19, 2006 - September 17, 2008
FORTIS SECURITIES LLC·CRD# 103714
BD
New York, NY
July 24, 2003 - September 18, 2006
ROTHSCHILD & CO US INC.·CRD# 2910
BD
New York, NY
March 30, 2001 - July 1, 2003
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
July 7, 1992 - February 28, 2001
MEESPIERSON INVESTMENT FINANCE (U.S.) INC.·CRD# 26106
BD
July 18, 1990 - July 21, 1992
FORTIS CAPITAL INVESTMENTS INC.·CRD# 15006
BD
New York, NY
February 21, 1990 - April 23, 1990
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
February 14, 1985 - February 17, 1990
LEHMAN BROTHERS INC.·CRD# 7506
BD
May 22, 1984 - December 28, 1984

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

EA
EDLY ADVISORS

EDLY ADVISORS | EDLY ADVISORS LLC

CRD#: 328677 / SEC#: 801-129144

Contact Information

Main Address

10 Bank Street Suite 630, White Plains, NY 10606

Phone Number

(914) 785-8344

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

30

AUM (Assets Under Management)

$19,833,791

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1984About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Mar 2024About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1984About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
RM
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required