Lifemark Securities
42yrs
Top advisor by experience in Pearl River
22yrs
John Murphy has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Pearl River, New York. John has been with Osaic Wealth since 2024; before that, John spent four years at American Portfolios Advisors and five years at HSBC Securities (usa). Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 45 advisors with offices in Pearl River, and one of 33 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors in New York
OfficePearl River, NY
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024American Portfolios Advisors, Inc.Previously
- 2015 – 2020HSBC Securities (usa) Inc.Previously
- Mar 2013 – Dec 2014Private Advisor Group, LLCPreviously
- Oct 2012 – Jan 2013J.P. Morgan Securities LLCPreviously
- 2006 – 2012Chase Investment Services Corp.Previously
Contact John
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for John. Pearl River, NYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- 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
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About John
How do I contact John?
Call Osaic Wealth at (800) 821-5100 and ask for John Murphy. John works from the Pearl River, NY office.
How long has John been a financial advisor?
John has been in the industry since 2004, about 22 years. More experience than 66% of advisors in New York.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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