Christine M. Murphy

CIRCLE N ADVISORS

Fishkill, NY 12524

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CRD#: 2777387

Professional summary

Christine Marie Murphy, who also goes by Tina M Murphy, Chrishne M Sheridan, Christine M Sheridan, Tina M Sheridan, is a registered financial advisor currently at CIRCLE N ADVISORS, LLC located in Fishkill, New York.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christine has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tina M Murphy | Chrishne M Sheridan | Christine M Sheridan | Tina M Sheridan

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 Christine Marie Murphy'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

December 8, 2021 - Present

CIRCLE N ADVISORS, LLC

Office #1: 1065 Main Street Suite F, Fishkill, NY 12524

RIA

CRD#: 271027

Fishkill, NY

Past

July 7, 2004 - August 26, 2009

BROWN ADVISORY SECURITIES, LLC

CRD#: 120736

FISHKILL, NY

Past

March 18, 1999 - July 23, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 14, 1999 - March 24, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

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".

CIRCLE N ADVISORS, LLC

CRD#: 271027 / SEC#: 801-101534

RIA

Registered Investment Advisory firm - (6/26/2015 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

New York
(12/8/2021)

IAR

Texas
(11/4/2025)

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: 12/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/1998

General Securities Representative Examination

Current Firm

CIRCLE N ADVISORS, LLC

CRD#: 271027 / SEC#: 801-101534

RIA

Registered Investment Advisory firm - (6/26/2015 Approved)

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Contact information

Main Address

1065 Main Street Suite F, Fishkill, NY 12524

Mailing Address

P.o. Box 336, Fishkill, NY 12524

Phone number

(845) 897-1560

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIRCLE N FIRM BROCHURE ADV PART 2 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 85,020,165

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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Christine M. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIRCLE N ADVISORS, LLC

BROWN ADVISORY SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

DB ALEX. BROWN LLC

Primary Firm SEC Registration

CIRCLE N ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2021

Series 63

Date: 2/1/1999

Series 7

Date: 12/7/1998

Current Firm

CIRCLE N ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CIRCLE N ADVISORS, LLC

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