EM
Edward J. Murphy
MARTHA'S VINEYARD INVESTMENT ADVISORS
West Tisbury, MA 02575
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CRD#: 2770198
EM
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 and LPL FINANCIAL LLC located in West Tisbury, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered 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
Are you a "fiduciary"?
Yes
Aliases
Edward Joseph Murphy | Luke Murphy Iv | Luke 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.
1. 12/18/19- EDWARD J MURPHY - Real Estate Rental/ property owner -Inv. Related- Somerville, MA- start date 1/1/2003- 2hrs/mth- 5%
2. 5/21/2020 - Martha's Vineyard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/20/2017 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Martha's Vineyard Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Murphy IV'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®
NoneExperience
Current
April 9, 2018 - Present
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Office #1: 496 State Rd, West Tisbury, MA 02575RIA
CRD#: 291599
West Tisbury, MA
Current
December 18, 2019 - Present
LPL FINANCIAL LLC
Office #1: 496 State Rd, West Tisbury, MA 02575Office #2: 397 Palmer Ave, Falmouth, MA 02540RIA
BD
CRD#: 6413
West Tisbury, MA
Past
January 5, 2006 - January 11, 2018
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
DENNIS, MA
Past
March 20, 2000 - April 6, 2004
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
BD
CRD#: 30107
BOSTON, MA
Past
August 26, 1999 - March 17, 2000
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
November 6, 1996 - July 27, 1999
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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".
MV
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599 / SEC#: 801-112370
RIA
Registered Investment Advisory firm - (1/26/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/16/2024)
RR
Connecticut(10/16/2024)
RR
Florida(10/16/2024)
RR
Hawaii(10/16/2024)
RR
Illinois(10/16/2024)
RR
Maine(10/16/2024)
RR
Maryland(10/24/2024)
IAR
Massachusetts(4/9/2018)
RR
Massachusetts(12/18/2019)
RR
New Hampshire(6/26/2025)
RR
New Jersey(10/16/2024)
RR
New York(10/16/2024)
RR
North Carolina(10/17/2024)
RR
Pennsylvania(6/26/2025)
RR
Rhode Island(6/26/2025)
RR
South Carolina(6/26/2025)
RR
Texas(6/26/2025)
RR
Vermont(6/26/2025)
RR
Virginia(10/16/2024)
RR
Washington(6/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/29/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MV
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599 / SEC#: 801-112370
RIA
Registered Investment Advisory firm - (1/26/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
496 State Rd, West Tisbury, MA 02575
Mailing Address
P.o. Box 602, West Tisbury, MA 02575
Phone number
(508) 693-8850
Established
Firm type
Fiscal year end
# of Employees
6
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
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
