BM
Brian P. Murphy
PARIVEDA INVESTMENT MANAGEMENT
Mountain View, CA 94043
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CRD#: 4374527
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Professional summary
Brian Patrick Murphy is a registered financial advisor currently at PARIVEDA INVESTMENT MANAGEMENT located in Mountain View, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 2 firms .
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.
[1.] A. KIVALIA, INC.; B. INVESTMENT-RELATED; 2483 OLD MIDDLEFIELD WAY, MOUNTAIN VIEW, CA 94043; D. KIVALIA, INC. ("KIVALIA") IS AN ONLINE INVESTMENT RESOURCE THAT IS PARTIALLY OWNED AND OPERATED BY BRIAN MURPHY. KIVALIA PROVIDES ONGOING INVESTMENT INSIGHT AND MODEL PORTFOLIOS TO PARTICIPANTS IN EMPLOYEE-SPONSORED RETIREMENT PLANS SUCH AS 401(K)S. THE SOLE REQUIREMENT FOR SUBSCRIBING TO KIVALIA IS A VALID E-MAIL ACCOUNT AND AT PRESENT THERE ARE NO COSTS FOR SUBSCRIBERS. AS SUCH, THERE IS NO EXISTING MATERIAL CONFLICT OF INTEREST FOR OUR CLIENTS.; E. CEO; F. START DATE: 03/2012; G. 80 HOURS PER MONTH; H. 10-15 HOURS PER MONTH DURING SECURITIES TRADING HOURS.; I. INVESTMENT RESEARCH. [2.] BRIAN MURPHY MAY PROVIDE MANAGEMENT AND BUSINESS CONSULTING SERVICES TO THIRD PARTIES, THOUGH THESE ACTIVITIES WOULD REPRESENT LESS THAN 50% OF HIS TIME.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Patrick Murphy'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
January 22, 2003 - Present
PARIVEDA INVESTMENT MANAGEMENT
Office #1: 2483 Old Middlefield Way Suite 210, Mountain View, CA 94043RIA
CRD#: 123471
Mountain View, CA
Past
December 5, 2000 - October 1, 2012
MAINSTAY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 109528
BURLINGAME, CA
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
California(1/22/2003)
IAR
Washington(7/1/2015)
Exams
Current Firm
PI
PARIVEDA INVESTMENT MANAGEMENT
PARIVEDA INVESTMENT MANAGEMENT | PARIVEDA, INC.
CRD#: 123471 / SEC#:
California
Registered Investment Advisory firm - (1/22/2003 Approved)Texas
Registered Investment Advisory firm - (12/1/2020 Terminated)Washington
Registered Investment Advisory firm - (6/29/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2483 Old Middlefield Way Suite 210, Mountain View, CA 94043
Mailing Address
Phone number
(650) 584-3621
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 42,300,718 |
Red Flags
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Company Information
PARIVEDA INVESTMENT MANAGEMENT
CRD#: 123471Mountain View, CA 94043TRUST BUT VERIFY
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