Charles P. Murphy

LIBERTY PARK CAPITAL MANAGEMENT

Austin, TX 78746

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CRD#: 4979819

Professional summary

Charles Patrick Murphy JR., who also goes by Charles Patrick Murphy, Chuck Murphy Jr, Charles P Murphy, is a registered financial advisor currently at LIBERTY PARK CAPITAL MANAGEMENT, LLC located in Austin, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Charles has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Patrick Murphy | Chuck Murphy Jr | Charles P 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 Charles Patrick Murphy JR.'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

February 27, 2012 - Present

LIBERTY PARK CAPITAL MANAGEMENT, LLC

Office #1: 3103 Bee Caves Road Suite 100, Austin, TX 78746

RIA

CRD#: 160315

Austin, TX

Past

February 26, 2025 - January 7, 2026

WATERLOO CAPITAL

RIA

CRD#: 133705

AUSTIN, TX

Past

February 9, 2024 - January 2, 2026

FINALIS SECURITIES LLC

CRD#: 305908

NEW YORK, NY

Past

July 18, 2005 - November 18, 2011

SIDOTI & COMPANY, LLC

CRD#: 102860

NEW YORK, NY

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

Texas
(2/27/2012)

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: 9/8/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/9/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/16/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 8/4/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 7/15/2005

General Securities Representative Examination

Current Firm

LIBERTY PARK CAPITAL MANAGEMENT, LLC

CRD#: 160315 / SEC#: 801-123617

RIA

Registered Investment Advisory firm - (5/1/2023 Terminated)

Texas

Registered Investment Advisory firm - (2/27/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3103 Bee Caves Road Suite 100, Austin, TX 78746

Mailing Address

Phone number

(512) 391-1551

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 51,633,661

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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Charles P. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Patrick Murphy JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY PARK CAPITAL MANAGEMENT, LLC

WATERLOO CAPITAL

FINALIS SECURITIES LLC

SIDOTI & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/2023

Series 7TO

Date: 2/9/2024

SIE

Date: 10/16/2023

Series 87

Date: 8/4/2005

Series 7

Date: 7/15/2005

Current Firm

LIBERTY PARK CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIBERTY PARK CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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