Kelly M. Murphy

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Columbus, OH 43215

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CRD#: 4246938

Professional summary

Kelly Marie Murphy is a registered financial advisor currently at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP located in Columbus, Ohio.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kelly has worked at 4 firms and has passed the Series 65 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 Kelly 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

January 15, 2020 - Present

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Office #1: 65 East State St. Suite 2000, Columbus, OH 43215

RIA

CRD#: 128591

Columbus, OH

Past

July 3, 2006 - June 14, 2019

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

RIA

CRD#: 129113

CINCINNATI, OH

Past

September 13, 2004 - January 25, 2005

IFS FUND DISTRIBUTORS, INC.

CRD#: 24075

CINCINNATI, OH

Past

March 12, 2004 - July 26, 2004

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

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".

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 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

Ohio
(1/15/2020)

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: 3/6/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/11/2004

General Securities Representative Examination

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 Approved)

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Contact information

Main Address

One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 697-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SDWM AD PART 2A 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,015
AUM (Assets Under Management)	$ 2,912,305,317

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/27/2024	Cover Page	Report
06/27/2023	Cover Page	Report
08/24/2022	Cover Page	Report

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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Kelly M. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

IFS FUND DISTRIBUTORS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/2020

Series 7

Date: 3/11/2004

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

TRUST BUT VERIFY

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