J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
33yrs
Serre Murphy
Financial advisor at Merrill
Serre Murphy has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Miami, Florida. Serre has been with Merrill since 2018; before that, Serre spent 12 years at Charles Schwab & CO.. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 4% by experience in Miami
Office8840 SW 136th St, Miami, FL 33176
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2018 – nowMerrillCurrent firm
- 1997 – 2009Charles Schwab & CO., Inc.Previously
Contact Serre
(800) 637-7455Firm headquarters in New York, NY. Ask for Serre. 8840 SW 136th StMiami, FL 33176Office · Get directions
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Questions to ask Serre
Tailored to Serre’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?
- 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 Serre
How do I contact Serre?
Call Merrill at (800) 637-7455 and ask for Serre Murphy. Serre works from the Miami, FL office.
How long has Serre been a financial advisor?
Serre has been in the industry since 1993, about 33 years. Top 4% by experience in Miami.
What licenses does Serre hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Serre a fiduciary?
Serre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Serre paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Serre 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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