Todd R. Murphy

GARRISON MURPHY WEALTH MANAGEMENT

EAST AURORA, NY

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CRD#: 3102782

Professional summary

Todd Robert Murphy, CFP®, who also goes by Todd R Murphy, is a registered financial advisor currently at GARRISON MURPHY WEALTH MANAGEMENT, LLC located in East Aurora, New York.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Todd has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd R 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) - RIA

Click below to view Todd Robert 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®

CFP^®

Certified Financial Planner

Experience

Current

July 30, 2021 - Present

GARRISON MURPHY WEALTH MANAGEMENT, LLC

RIA

CRD#: 298004

EAST AURORA, NY

Past

September 19, 2018 - July 29, 2021

GARRISON MURPHY WEALTH MANAGEMENT, LLC

RIA

CRD#: 298004

ORCHARD PARK, NY

Past

November 22, 2006 - July 25, 2018

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIA

CRD#: 106909

BALTIMORE, MD

Past

August 25, 1998 - October 3, 2012

M&T SECURITIES, INC.

CRD#: 17358

BUFFALO, 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".

GARRISON MURPHY WEALTH MANAGEMENT, LLC

CRD#: 298004 / SEC#: 801-113887

RIA

Registered Investment Advisory firm - (8/27/2018 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.

Highlighted states indicate IAR registrations

IAR

New York
(7/30/2021)

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

Series 63

Date: 9/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/12/2000

General Securities Principal Examination

Current Firm

GARRISON MURPHY WEALTH MANAGEMENT, LLC

CRD#: 298004 / SEC#: 801-113887

RIA

Registered Investment Advisory firm - (8/27/2018 Approved)

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Contact information

Main Address

East Aurora, NY

Mailing Address

50 Fountain Plaza Suite 1400 Pmb#198, Buffalo, NY 14202

Phone number

(716) 462-5468

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARRISON MURPHY WEALTH MANAGEMENT, LLC ADV BROCHURE (6/11/2025)

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 235,467,761

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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Todd R. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Robert Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARRISON MURPHY WEALTH MANAGEMENT, LLC

GARRISON MURPHY WEALTH MANAGEMENT, LLC

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

M&T SECURITIES, INC.

Primary Firm SEC Registration

GARRISON MURPHY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/1998

Series 7

Date: 8/24/1998

Series 24

Date: 6/12/2000

Current Firm

GARRISON MURPHY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GARRISON MURPHY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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