Morgan Stanley
46yrs
Top advisor by experience in Melville
38yrs
Based in Melville, New York, Stephen Murphy is a financial advisor with 38 years of industry experience. Stephen joined Wells Fargo Advisors in 2021, after less than a year at Stifel, Nicolaus & Company. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
Office401 Broadhollow Rd, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- May 2021 – Aug 2021Stifel, Nicolaus & Company, IncorporatedPreviously
Contact Stephen
Local office(631) 773-5400Ask for Stephen. (314) 875-3000Main office · St. Louis, MO 401 Broadhollow RdMelville, NY 11747Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Stephen
Tailored to Stephen’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
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About Stephen
How do I contact Stephen?
Call Stephen’s local office at (631) 773-5400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Stephen Murphy.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does Stephen hold?
Series 63. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Stephen paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen 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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