James J. Murchie

ENERGYOME PARTNERS

Westport, CT 06880-3115

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CRD#: 2080728

Professional summary

James Jarvis Murchie is a registered financial advisor currently at ENERGY INCOME PARTNERS located in Westport, Connecticut.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. James has worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Jarvis Murchie'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

June 21, 2010 - Present

ENERGY INCOME PARTNERS

Office #1: 10 Wright Street, Westport, CT 06880-3115

RIA

CRD#: 140799

Westport, CT

Past

September 6, 1990 - June 6, 1995

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

NEW YORK, NY

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".

ENERGY INCOME PARTNERS

ENERGY INCOME PARTNERS | ENERGY INCOME PARTNERS LLC

CRD#: 140799 / SEC#: 801-66907

RIA

Registered Investment Advisory firm - (6/28/2006 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

Connecticut
(6/1/2011)

IAR

Texas
(6/21/2010)

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: 6/5/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 10/14/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/5/1990

General Securities Representative Examination

Current Firm

ENERGY INCOME PARTNERS

ENERGY INCOME PARTNERS | ENERGY INCOME PARTNERS LLC

CRD#: 140799 / SEC#: 801-66907

RIA

Registered Investment Advisory firm - (6/28/2006 Approved)

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Contact information

Main Address

10 Wright Street, Westport, CT 06880-3115

Mailing Address

10 Wright Street, Westport, CT 06880-3115

Phone number

(203) 349-8232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EIP 2A BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 5,355,700,000

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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James J. Murchie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Jarvis Murchie's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENERGY INCOME PARTNERS

SANFORD C. BERNSTEIN & CO., INC.

Primary Firm SEC Registration

ENERGY INCOME PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2011

Series 63

Date: 9/24/1990

Series 3

Date: 10/14/1997

Series 7

Date: 9/5/1990

Current Firm

ENERGY INCOME PARTNERS

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENERGY INCOME PARTNERS

TRUST BUT VERIFY

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