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Stephen P. Murphy

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CRD#: 1838719
SM

Professional summary


Being a previously registered professional could mean that this person 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.

Stephen Peter Murphy, who also goes by Steve Murphy, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1988. Stephen had worked at 8 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve 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)


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

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


Past

June 19, 2012 - October 30, 2020

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

March 26, 2012 - March 29, 2012

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

March 17, 2010 - September 27, 2012

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

April 24, 1997 - March 17, 2010

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

November 13, 1993 - May 16, 1997

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 12, 1993 - December 16, 1993

CHEMICAL INVESTOR SERVICES, INC.

BD
CRD#: 17350
Past

March 20, 1992 - August 10, 1993

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 21, 1990 - August 12, 1991

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

October 29, 1988 - December 15, 1988

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

June 21, 1988 - October 15, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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


State Security Law Exam
RR
Series 63
Date: 8/17/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/18/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


CG
CANACCORD GENUITY LLC
ADAMS HARKNESS, INC. | CANACCORD GENUITY LLC. | CANACCORD GENUITY LLC | CANACCORD GENUITY INC. | CANACCORD ADAMS INC. | ADAMS, HARKNESS & HILL, INC.

CRD#: 1020 / SEC#: , 8-3271

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


Main Address
One Pennsylvania Plaza Suite 2900, New York, NY 10119
Mailing Address
1 Post Office Square, Boston, MA 02109
Phone number
(212) 389-8000
Established
Delaware since 02/26/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CANACCORD ADAMS (DELAWARE) INC.PARENT
ANDERSON, SCOTT WINFREECHIEF COMPLIANCE OFFICER5800524
BARLOW, JEFFREY GRIFFINCHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE DIRECTOR2277052
DAVIAU, DANIEL JOSEPHNON- EXECUTIVE DIRECTOR6096472
MACFAYDEN, DONALD DUNCANEXECUTIVE DIRECTOR, CFO & FINANCIAL & OPERATIONS PRINCIPAL5390198
PARDI SQUITIERI, JENNIFER ELLENEXECUTIVE DIRECTOR4922719
PROUD, EMILY PRESSMANCHIEF OPERATING OFFICER5815542
TEIPNER, LARISSA KYLEUS GENERAL COUNSEL

Disclosures


Regulatory Event45
Bond1

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.

Company Information


CANACCORD GENUITY LLC

CRD#: 1020

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