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Matthew F. Brady

MURPHY WEALTH MANAGEMENT GROUP
Fishkill, NY 12524
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CRD#: 6878183
MB

Professional summary


Matthew Francis Brady, who also goes by Matthew Brady, Matt Brady, is a registered financial advisor currently at MURPHY WEALTH MANAGEMENT GROUP located in Fishkill, New York and LPL FINANCIAL LLC located in Fishkill, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matthew Brady | Matt Brady

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.
1.09/2025 - Murphy Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 120 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/15/25

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Francis Brady'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

November 7, 2025 - Present

MURPHY WEALTH MANAGEMENT GROUP

Office #1: 60 Merritt Blvd. Suite 106, Fishkill, NY 12524
RIA
CRD#: 277161
Fishkill, NY
Current

September 15, 2025 - Present

LPL FINANCIAL LLC

Office #1: 60 Merritt Blvd, Suite 106, Fishkill, NY 12524
RIA
BD
CRD#: 6413
Fishkill, NY
Past

June 9, 2023 - September 5, 2025

GIRARD PARTNERS LTD.

RIA
CRD#: 39163
SOUDERTON, PA
Past

April 28, 2022 - September 5, 2025

GIRARD INVESTMENT SERVICES, LLC

BD
CRD#: 1834
SOUDERTON, PA
Past

March 11, 2020 - May 4, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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".
MW
MURPHY WEALTH MANAGEMENT GROUP
MURPHY WEALTH MANAGEMENT GROUP | MURPHY WEALTH MANAGEMENT GROUP, LLC | MURPHY WEALTH MANAGEMENT GROUP, INC.

CRD#: 277161 / SEC#: 801-108780

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
Connecticut
Registered Investment Advisory firm - (1/13/2017 Terminated)
Florida
Registered Investment Advisory firm - (1/5/2017 Terminated)
New Jersey
Registered Investment Advisory firm - (2/7/2017 Terminated)
New York
Registered Investment Advisory firm - (1/5/2017 Terminated)
North Carolina
Registered Investment Advisory firm - (1/5/2017 Terminated)
Texas
Registered Investment Advisory firm - (1/5/2017 Terminated)
Virginia
Registered Investment Advisory firm - (1/5/2017 Terminated)

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/15/2025)
RR
California
(9/15/2025)
RR
Colorado
(9/15/2025)
RR
Connecticut
(9/15/2025)
RR
Florida
(9/15/2025)
RR
Georgia
(9/15/2025)
RR
Illinois
(9/15/2025)
RR
Indiana
(9/15/2025)
RR
Iowa
(9/15/2025)
RR
Maine
(9/15/2025)
RR
Maryland
(9/15/2025)
RR
Massachusetts
(9/15/2025)
RR
Missouri
(9/15/2025)
RR
Montana
(9/15/2025)
RR
New Hampshire
(9/15/2025)
RR
New Jersey
(9/15/2025)
RR
New Mexico
(9/15/2025)
RR
New York
(9/15/2025)
IAR
New York
(11/7/2025)
RR
North Carolina
(9/16/2025)
RR
Ohio
(9/15/2025)
RR
Pennsylvania
(9/15/2025)
RR
Rhode Island
(9/15/2025)
RR
South Carolina
(9/15/2025)
RR
South Dakota
(9/15/2025)
RR
Tennessee
(9/15/2025)
RR
Texas
(9/15/2025)
RR
Utah
(9/15/2025)
RR
Vermont
(9/15/2025)
RR
Virginia
(9/15/2025)
RR
Washington
(9/15/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2020
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MW
MURPHY WEALTH MANAGEMENT GROUP
MURPHY WEALTH MANAGEMENT GROUP | MURPHY WEALTH MANAGEMENT GROUP, LLC | MURPHY WEALTH MANAGEMENT GROUP, INC.

CRD#: 277161 / SEC#: 801-108780

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
Connecticut
Registered Investment Advisory firm - (1/13/2017 Terminated)
Florida
Registered Investment Advisory firm - (1/5/2017 Terminated)
New Jersey
Registered Investment Advisory firm - (2/7/2017 Terminated)
New York
Registered Investment Advisory firm - (1/5/2017 Terminated)
North Carolina
Registered Investment Advisory firm - (1/5/2017 Terminated)
Texas
Registered Investment Advisory firm - (1/5/2017 Terminated)
Virginia
Registered Investment Advisory firm - (1/5/2017 Terminated)
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Contact information


Main Address
60 Merritt Blvd. Suite 106, Fishkill, NY 12524
Mailing Address
Phone number
(845) 226-1200
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/2/2025)

Regulatory assets under management


Total Number of Accounts838
AUM (Assets Under Management)$ 215,956,501

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.

Company Information


MURPHY WEALTH MANAGEMENT GROUP

CRD#: 277161Fishkill, NY 12524

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