Matthew B. Murphy

MARBLE WEALTH

MONTGOMERY, AL 36106

Some features on this profile are disabled

CRD#: 5503314

Professional summary

Matthew Blake Murphy, CFP®, who also goes by Matthew B Murphy, is a registered financial advisor currently at MARBLE WEALTH, LLC located in Montgomery, Alabama.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew B 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 Matthew Blake 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

Start date: 2010

Experience

Current

June 2, 2025 - Present

MARBLE WEALTH, LLC

Office #1: 4137 Carmichael Road Suite 210, Montgomery, AL 36106

RIA

CRD#: 335291

MONTGOMERY, AL

Past

August 12, 2022 - October 1, 2025

SANCTUARY ADVISORS, LLC

RIA

CRD#: 226606

MONTGOMERY, AL

Past

August 12, 2022 - October 1, 2025

SANCTUARY SECURITIES, INC.

CRD#: 205

MONTGOMERY, AL

Past

May 9, 2008 - August 23, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

MONTGOMERY, AL

Past

April 24, 2008 - August 23, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MONTGOMERY, AL

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".

MARBLE WEALTH, LLC

CRD#: 335291 / SEC#: 801-132676

RIA

Registered Investment Advisory firm - (4/30/2025 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

Alabama
(6/2/2025)

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: 5/8/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2008

General Securities Representative Examination

Current Firm

MARBLE WEALTH, LLC

CRD#: 335291 / SEC#: 801-132676

RIA

Registered Investment Advisory firm - (4/30/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4137 Carmichael Road Suite 210, Montgomery, AL 36106

Mailing Address

Phone number

(334) 679-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARBLE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/31/2025)

Regulatory assets under management

Total Number of Accounts	1,080
AUM (Assets Under Management)	$ 894,602,562

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.

Similar Advisors

Jose Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO

Joshua Gerber

PERELLA WEINBERG PARTNERS LP

NEW YORK, NY

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew B. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Blake Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCTUARY ADVISORS, LLC

SANCTUARY SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MARBLE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/23/2008

Current Firm

MARBLE WEALTH, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARBLE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors