Edward J. Murphy
Professional summary
Edward Joseph Murphy IV, who also goes by Edward Joseph Murphy, Luke Murphy IV, Luke Murphy, is a registered financial advisor currently at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC located in West Tisbury, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edward has worked at 6 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Murphy IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2018 - Present
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Office #1: 496 State Rd, West Tisbury, MA 02575December 18, 2019 - March 2, 2026
LPL FINANCIAL LLC
January 5, 2006 - January 11, 2018
PURSHE KAPLAN STERLING INVESTMENTS
March 20, 2000 - April 6, 2004
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
August 26, 1999 - March 17, 2000
COMMONWEALTH FINANCIAL NETWORK
November 6, 1996 - July 27, 1999
TD AMERITRADE, INC.
Primary Firm SEC Registration
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599 / SEC#: 801-112370
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2018)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 6/29/2000
Limited Representative-Equity Trader ExamCurrent Firm
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599 / SEC#: 801-112370
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 431 |
| AUM (Assets Under Management) | $ 280,709,177 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/08/2025 | ||
| 07/03/2025 | ||
| 01/22/2025 | ||
| 07/21/2023 | ||
| 01/12/2023 |
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
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599West Tisbury, MA 02575TRUST BUT VERIFY
Monitor Edward Murphy
Get automatic monthly alerts on:
