Andrew J. Murphy

MAIN STREET FINANCIAL SOLUTIONS

Atlanta, GA 30328

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CRD#: 4678533

Professional summary

Andrew Jackson Murphy MR, who also goes by Andrew Jackson Murphy, is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Atlanta, Georgia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Jackson 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 Andrew Jackson Murphy MR'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

March 4, 2020 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Office #1: 6 Concourse Parkway Suite 2175, Atlanta, GA 30328

RIA

CRD#: 305834

Atlanta, GA

Past

October 19, 2016 - July 1, 2020

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 146118

Atlanta, GA

Past

September 12, 2007 - September 20, 2016

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

August 24, 2007 - September 20, 2016

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

Past

November 14, 2003 - September 21, 2007

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

ATLANTA, GA

Past

September 3, 2003 - September 21, 2007

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

ATLANTA, GA

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".

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 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

Georgia
(3/4/2020)

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 66

Date: 9/8/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/2003

General Securities Representative Examination

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

503 E. Washington Avenue Suite 1c, Newtown, PA 18940

Mailing Address

Phone number

(215) 259-5021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,091
AUM (Assets Under Management)	$ 2,494,613,000

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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Firm Stability Insights

Andrew J. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jackson Murphy MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAIN STREET FINANCIAL SOLUTIONS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

MAIN STREET FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2003

SIE

Date: 9/20/2016

Series 7

Date: 9/2/2003

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN STREET FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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