AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MM

Matthew James Murphy

GRAYSCALE ADVISORS
Chappaqua, NY
·CRD# 5691850·17 years experience

Professional Summary

Matthew James Murphy, who also goes by Matthew Murphy, is a registered financial advisor currently at GRAYSCALE ADVISORS located in Chappaqua, New York and GRAYSCALE SECURITIES, LLC located in Stamford, Connecticut. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew Murphy

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

17 years in the financial services industry

Current & Past Employments

GRAYSCALE ADVISORS·CRD# 314868
RIA
Chappaqua, NY
September 4, 2024 - Present
GRAYSCALE SECURITIES, LLC·CRD# 305907
BD
1. 290 Harbor Drive 4th Floor, Stamford, CT 069022. Chappaqua, NY
August 19, 2024 - Present
VAN ECK SECURITIES CORPORATION·CRD# 2269
BD
New York, NY
September 9, 2013 - July 26, 2024
BLACKROCK INVESTMENTS, LLC·CRD# 38642
BD
Jersey City, NJ
June 20, 2012 - September 5, 2013
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC·CRD# 30107
BD
Boston, MA
September 25, 2009 - May 24, 2012

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

GA
GRAYSCALE ADVISORS

GRAYSCALE ADVISORS | GRAYSCALE ADVISORS, LLC

CRD#: 314868 / SEC#: 801-122921
RIA
Registered Investment Advisory firm - SEC (1/3/2022 Approved)

Contact Information

Main Address

290 Harbor Drive 4th Floor, Stamford, CT 06902

Phone Number

(212) 668-1427

# of Employees

126

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

GRAYSCALE ADVISORS, LLC - PART 2A BROCHURE (8/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

8

AUM (Assets Under Management)

$60,561,877

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Grayscale Operating, LLC (Parent Company to the Firm and Grayscale Advisors, LLC); 290 Harbor Drive, Stamford, CT; Investment Related; Investment Advisor Activity, Senior VP, National Accounts; July 2024; 100+ Hours/Month.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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".
GA
GRAYSCALE ADVISORS

GRAYSCALE ADVISORS | GRAYSCALE ADVISORS, LLC

CRD#: 314868 / SEC#: 801-122921
RIA
Registered Investment Advisory firm - SEC (1/3/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/19/2024)
RR
Alaska
(8/19/2024)
RR
Arizona
(8/19/2024)
RR
Arkansas
(8/19/2024)
RR
California
(8/19/2024)
RR
Colorado
(8/19/2024)
RR
Connecticut
(8/19/2024)
IAR
Connecticut
(9/4/2024)
RR
Delaware
(8/19/2024)
RR
District of Columbia
(8/19/2024)
RR
Florida
(8/19/2024)
RR
Georgia
(8/19/2024)
RR
Hawaii
(8/19/2024)
RR
Idaho
(8/19/2024)
RR
Illinois
(8/19/2024)
RR
Indiana
(8/19/2024)
RR
Iowa
(8/19/2024)
RR
Kansas
(8/19/2024)
RR
Kentucky
(8/19/2024)
RR
Louisiana
(8/19/2024)
RR
Maine
(8/19/2024)
RR
Maryland
(8/19/2024)
RR
Massachusetts
(8/19/2024)
RR
Michigan
(8/19/2024)
RR
Minnesota
(8/19/2024)
RR
Mississippi
(8/19/2024)
RR
Missouri
(8/19/2024)
RR
Montana
(8/19/2024)
RR
Nebraska
(8/19/2024)
RR
Nevada
(8/19/2024)
RR
New Hampshire
(8/19/2024)
RR
New Jersey
(8/19/2024)
RR
New Mexico
(8/19/2024)
RR
New York
(8/19/2024)
RR
North Carolina
(8/23/2024)
RR
North Dakota
(8/19/2024)
RR
Ohio
(8/19/2024)
RR
Oklahoma
(8/19/2024)
RR
Oregon
(8/19/2024)
RR
Pennsylvania
(8/19/2024)
RR
Rhode Island
(8/19/2024)
RR
South Carolina
(8/19/2024)
RR
South Dakota
(8/19/2024)
RR
Tennessee
(8/19/2024)
RR
Texas
(8/19/2024)
RR
Utah
(8/19/2024)
RR
Vermont
(8/19/2024)
RR
Virginia
(8/19/2024)
RR
Washington
(8/19/2024)
RR
West Virginia
(8/19/2024)
RR
Wisconsin
(8/19/2024)
RR
Wyoming
(8/19/2024)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2009About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2009About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2026About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
MM
Follow Matthew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required