Zac D. Murphy

ULLMANN WEALTH PARTNERS

Jacksonville Beach, FL 32250

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CRD#: 7357811

Professional summary

Zac Dillon Murphy, who also goes by Zac Murphy, is a registered financial advisor currently at ULLMANN WEALTH PARTNERS located in Jacksonville Beach, Florida.

Zac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zac has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zac 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 Zac Dillon 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

March 4, 2025 - Present

ULLMANN WEALTH PARTNERS

Office #1: 1540 The Greens Way, Jacksonville Beach, FL 32250

RIA

CRD#: 316697

Jacksonville Beach, FL

Past

March 18, 2022 - January 24, 2025

PIMCO INVESTMENTS LLC

CRD#: 154957

Austin, TX

Past

December 8, 2021 - January 28, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

October 26, 2021 - January 28, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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".

ULLMANN WEALTH PARTNERS

DIVORCE ADVISORY GROUP | ULLMANN WEALTH PARTNERS GROUP, LLC | ULLMANN WEALTH PARTNERS | ULLMANN FINANCIAL

CRD#: 316697 / SEC#: 801-122769

RIA

Registered Investment Advisory firm - (11/26/2021 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

Florida
(3/4/2025)

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

State Security Law Exam

IAR

Series 66

Date: 12/3/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/26/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/26/2021

Securities Industry Essentials Examination

Current Firm

ULLMANN WEALTH PARTNERS

DIVORCE ADVISORY GROUP | ULLMANN WEALTH PARTNERS GROUP, LLC | ULLMANN WEALTH PARTNERS | ULLMANN FINANCIAL

CRD#: 316697 / SEC#: 801-122769

RIA

Registered Investment Advisory firm - (11/26/2021 Approved)

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Contact information

Main Address

1540 The Greens Way, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 280-3700

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

ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE (7/16/2025)

Regulatory assets under management

Total Number of Accounts	1,496
AUM (Assets Under Management)	$ 1,074,433,565

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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Zac D. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zac Dillon Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

ULLMANN WEALTH PARTNERS

PIMCO INVESTMENTS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ULLMANN WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2021

Series 7TO

Date: 10/26/2021

SIE

Date: 4/26/2021

Current Firm

ULLMANN WEALTH PARTNERS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ULLMANN WEALTH PARTNERS

TRUST BUT VERIFY

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