Grant B. Murphy

PATRIOT INVESTMENT MANAGEMENT GROUP

Knoxville, TN 37932

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CRD#: 7539475

Professional summary

Grant Bower Murphy, who also goes by Grant Murphy, is a registered financial advisor currently at PATRIOT INVESTMENT MANAGEMENT GROUP INC located in Knoxville, Tennessee.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Grant has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant 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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Bower 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

June 13, 2023 - Present

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Office #1: 9721 Cogdill Road Suite 101, Knoxville, TN 37932

RIA

CRD#: 112155

Knoxville, TN

Past

August 9, 2022 - June 15, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Plano, TX

Past

July 16, 2022 - June 15, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

Plano, TX

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".

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CRD#: 112155 / SEC#: 801-55500

RIA

Registered Investment Advisory firm - (5/20/1998 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

Tennessee
(6/13/2023)

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: 8/9/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/15/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/3/2022

Securities Industry Essentials Examination

Current Firm

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CRD#: 112155 / SEC#: 801-55500

RIA

Registered Investment Advisory firm - (5/20/1998 Approved)

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Contact information

Main Address

9721 Cogdill Road Suite 101, Knoxville, TN 37932

Mailing Address

Phone number

(865) 777-2479

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PATRIOT INVESTMENT MANAGEMENT GROUP INC ADV BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	4,182
AUM (Assets Under Management)	$ 1,686,856,719

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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Grant B. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Bower Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRIOT INVESTMENT MANAGEMENT GROUP INC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

PATRIOT INVESTMENT MANAGEMENT GROUP INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2022

Series 7TO

Date: 7/15/2022

SIE

Date: 6/3/2022

Current Firm

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATRIOT INVESTMENT MANAGEMENT GROUP INC

TRUST BUT VERIFY

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