JM
Joshua J. Murphy
CETERA INVESTMENT ADVISERS LLC
SOUTH ABINGTON TWP, PA 18411
Some features on this profile are disabled
CRD#: 7762392
JM
Professional summary
Joshua James Murphy, who also goes by Josh Murphy, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in South Abington Twp, Pennsylvania.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joshua has worked at 2 firms and has passed the SIE exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh 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.
1) MURPHY GROUP CPA PLLC POSITION: Partner NATURE: CPA Firm providing business tax prep, individual tax prep, tax planning, accounting, and bookkeeping services. INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 06/01/2020 ADDRESS: 105 Layton Road, South Abington Twp PA 18411, United States DESCRIPTION: CPA Firm owner in charge of overseeing business tax prep, individual tax prep, tax planning, accounting, and bookkeeping services. Also in charge of client retention, overall firm margins, hiring, marketing, and all other administrative duties.? 2) MURPHY GROUP HOLDINGS, LLC POSITION: Member NATURE: Commercial Real Estate holding company that rents commercial space to tenants, maintains the property, responds to tenant inquiries, and collects rent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2022 ADDRESS: 105 Layton Road, South Abington Twp PA 18411, United States DESCRIPTION: Partner in the company responsible for oversight of leasing space, responding to tenants, maintaining property, and collecting rent.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua James Murphy's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 105 Layton Road, South Abington Twp, PA 18411RIA
CRD#: 105644
SOUTH ABINGTON TWP, PA
Past
June 20, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
South Abington Twp, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Pennsylvania(9/5/2025)
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
