Wells Fargo Advisors
46yrs
Top advisor by experience in Farmington Hills
45yrs
Daniel Patrick Murphy
Financial advisor at Summit Financial
At a glance
Experience45 years (since 1982)
How that compares ?Top advisor by experience at Summit Financial
Office27755 Stansbury Blvd. Suite 150, Farmington Hills, MI 48334
FirmSummit Financial
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Summit Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowSummit Financial, LLCCurrent firm
- 2011 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2011UBS Financial Services Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Summit Financial at 973-285-3600 and ask for Daniel Patrick Murphy. Daniel works from the Farmington Hills, MI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1982, about 45 years. Top advisor by experience at Summit Financial.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Summit Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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