Robert C. Murphy

PINNACLE WEALTH MANAGEMENT GROUP

Plymouth, MI 48170

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CRD#: 5530860

Professional summary

Robert Charles Murphy, who also goes by Rob Charles Murphy, is a registered financial advisor currently at PINNACLE WEALTH MANAGEMENT GROUP, INC. located in Plymouth, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Charles 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 Robert Charles 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

July 27, 2020 - Present

PINNACLE WEALTH MANAGEMENT GROUP, INC.

Office #1: 849 Penniman Suite 201, Plymouth, MI 48170

RIA

CRD#: 281935

Plymouth, MI

Past

May 14, 2012 - September 28, 2012

SYMMETRY PARTNERS

RIA

CRD#: 120982

GLASTONBURY, CT

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".

PINNACLE WEALTH MANAGEMENT GROUP, INC.

CRD#: 281935 / SEC#: 801-113407

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

Florida

Registered Investment Advisory firm - (8/20/2018 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2018 Terminated)

New York

Registered Investment Advisory firm - (8/20/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/21/2018 Terminated)

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).

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

Michigan
(7/27/2020)

IAR

New York
(11/11/2021)

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: 7/27/2020

Uniform Investment Adviser Law Examination

Current Firm

PINNACLE WEALTH MANAGEMENT GROUP, INC.

CRD#: 281935 / SEC#: 801-113407

RIA

Registered Investment Advisory firm - (6/8/2018 Approved)

Florida

Registered Investment Advisory firm - (8/20/2018 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2018 Terminated)

New York

Registered Investment Advisory firm - (8/20/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/21/2018 Terminated)

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Contact information

Main Address

849 Penniman Suite 201, Plymouth, MI 48170

Mailing Address

Phone number

(734) 667-5581

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/20/2025)

ADV PART 2B - SUPPLEMENTAL BROCHURES (3/20/2025)

APPENDIX 1 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	590
AUM (Assets Under Management)	$ 212,749,421

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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Robert C. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PINNACLE WEALTH MANAGEMENT GROUP, INC.

SYMMETRY PARTNERS

Primary Firm SEC Registration

PINNACLE WEALTH MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2020

Current Firm

PINNACLE WEALTH MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNACLE WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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