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RM

Robert Murphy

BOFA SECURITIES
New York, NY 10036
Some features on this profile are disabled
CRD#: 1363253
RM

Professional summary


Robert Murphy, who also goes by Robert Joseph Murphy, Robert Murphy, is a registered financial professional currently at BOFA SECURITIES, INC. located in New York, New York and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 8 firms and has passed the SIE, Series 99 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Joseph Murphy | Robert Murphy

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Robert 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®
None

Experience


Current

July 8, 2019 - Present

BOFA SECURITIES, INC.

Office #1: One Bryant Park, New York, NY 10036
RIA
BD
CRD#: 283942
New York, NY
Current

July 8, 2019 - Present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Office #1: One Bryant Park, New York, NY 10036
RIA
BD
CRD#: 7691
New York, NY
Current

February 6, 2023 - Present

BOFA SECURITIES PRIME, INC.

Office #1: One Bryant Park, New York, NY 10036
BD
CRD#: 316331
New York, NY
Past

April 22, 2020 - August 14, 2023

MERRILL LYNCH PROFESSIONAL CLEARING CORP.

BD
CRD#: 16139
NEW YORK, NY
Past

May 5, 2016 - March 20, 2019

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

February 24, 1993 - December 31, 1997

EXECUTIVE INVESTORS CORPORATION

BD
CRD#: 3702
NEW YORK, NY
Past

February 9, 1993 - October 14, 1993

FIRST INVESTORS MANAGEMENT COMPANY, INC.

BD
CRD#: 1844
Past

January 1, 1993 - December 31, 1997

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 5/5/2016
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BOFA SECURITIES PRIME, INC.
BOFA SECURITIES PRIME, INC.

CRD#: 316331 / SEC#: , 8-70788

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
One Bryant Park, New York, NY 10036
Mailing Address
150 N College St Nc1-028-29-04, Charlotte, NC 28255
Phone number
(646) 743-1295
Established
Delaware since 07/27/2021
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BOFA SECURITIES, INC.SOLE SHAREHOLDER283942
BOURNE, STUART MARKDIRECTOR6611063
DODDS, KEVIN PATRICKCHIEF COMPLIANCE OFFICER1389294
HUEBSCH, KEITH EVANDIRECTOR6367678
MOONEY, SARA RATHBONECHIEF FINANCIAL OFFICER7616382
SANTANNA, VINCENT C.CHIEF OPERATIONS OFFICER & FINOP5290525
SCOTT, MATTHEW ROBERTSCHIEF EXECUTIVE OFFICER & PRESIDENT2522403

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BOFA SECURITIES PRIME, INC.

CRD#: 316331New York, NY 10036

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