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

Robert Byron Murphy

BLUEDOOR PRIVATE WEALTH
BEVERLY, MA
·CRD# 5772740·13 years experience

Professional Summary

Robert Byron Murphy, who also goes by Bob Murphy, is a registered financial advisor currently at BLUEDOOR PRIVATE WEALTH, LLC located in Beverly, Massachusetts. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Murphy

Blog Corner

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
View profile
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Contact Information

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

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · 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

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Years of Experience

13 years in the financial services industry

Current & Past Employments

BLUEDOOR PRIVATE WEALTH, LLC·CRD# 301907
RIA
50 Dunham Ridge Suite 1250, Beverly, MA 01915
December 23, 2025 - Present
LITTLE HOUSE CAPITAL, LLC·CRD# 290070
RIA
Wakefield, MA
November 15, 2017 - January 30, 2026
EAST COAST ASSET MANAGEMENT, LLC·CRD# 147910
RIA
Essex, MA
July 1, 2013 - January 26, 2018

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Current Firm

BP
BLUEDOOR PRIVATE WEALTH, LLC

BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE | CONNECTICUT RETIREMENT RESOURCES

CRD#: 301907 / SEC#: 801-131443
RIA
Registered Investment Advisory firm - SEC (11/8/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (11/11/2024 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (11/15/2024 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).

Contact Information

Main Address

50 Dunham Ridge Suite 1250, Beverly, MA 01915

Phone Number

(781) 810-4604

# of Employees

6

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUEDOOR PRIVATE WEALTH BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

432

AUM (Assets Under Management)

$337,266,388

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2026Cover PageReport

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · 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.

FILES SCH. C FOR CPA RELATED TAX BUSINESS. WINCHESTER HOSPITAL ADVISORY BOARD. AICPA MEMBER AND MASS SOCIETY OF CPA

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · 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".
BP
BLUEDOOR PRIVATE WEALTH, LLC

BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE | CONNECTICUT RETIREMENT RESOURCES

CRD#: 301907 / SEC#: 801-131443
RIA
Registered Investment Advisory firm - SEC (11/8/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (11/11/2024 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (11/15/2024 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.
IAR
Massachusetts
(12/23/2025)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2013About the Series 65 exam

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#
RM
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required