John C. Murtagh

THE CLIFFORD GROUP LLC

Wayland, MA 01778

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CRD#: 7023915

Professional summary

John Connor Murtagh, CFP®, who also goes by Jc Murtagh, Joh Murtagh, John Murtagh, John-connor Murtagh, is a registered financial advisor currently at THE CLIFFORD GROUP LLC located in Wayland, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jc Murtagh | Joh Murtagh | John Murtagh | John-Connor Murtagh

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)The Parmenter Foundation. Not investment-related. 260 Boston Post Road, Suite 5, Wayland, MA 01778. Charitable organization in the Midwest community providing bereavement and end-of-life care services. Finance Committee. Start date 6/2021. 1 hr/month;0 hrs during trading. Vote to approve/disapprove grants, vote on budget management for the foundation, support the Parmenter mission's goals and strategies. 2)Insurance Sales; Same Address; Investment Related; Appx. 10% of the time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Connor Murtagh'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: 2021

Experience

Current

March 31, 2022 - Present

THE CLIFFORD GROUP LLC

Office #1: 321 Commonwealth Road Suite 103, Wayland, MA 01778

RIA

CRD#: 318897

Wayland, MA

Past

October 8, 2020 - July 27, 2022

NEWEDGE ADVISORS

RIA

CRD#: 171351

Newton, MA

Past

October 8, 2020 - April 29, 2022

TRIAD ADVISORS LLC

CRD#: 25803

Wayland, MA

Past

February 4, 2019 - October 9, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEWTON, MA

Past

December 11, 2018 - October 9, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEWTON, MA

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".

THE CLIFFORD GROUP LLC

CRD#: 318897 / SEC#: 801-123547

RIA

Registered Investment Advisory firm - (3/25/2022 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/31/2022)

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: 2/1/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/11/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/30/2018

Securities Industry Essentials Examination

Current Firm

THE CLIFFORD GROUP LLC

CRD#: 318897 / SEC#: 801-123547

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

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Contact information

Main Address

321 Commonwealth Road Suite 103, Wayland, MA 01778

Mailing Address

Phone number

(617) 600-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIFFORD GROUP DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/26/2025)

Regulatory assets under management

Total Number of Accounts	824
AUM (Assets Under Management)	$ 204,244,686

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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Advisor Monitoring

Firm Stability Insights

John C. Murtagh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Connor Murtagh's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

TRIAD ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE CLIFFORD GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2019

Series 7TO

Date: 12/11/2018

SIE

Date: 10/30/2018

Current Firm

THE CLIFFORD GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE CLIFFORD GROUP LLC

TRUST BUT VERIFY

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