Wells Fargo Advisors
41yrs
Top advisor by experience in Troy
29yrs
Brian Murphy is a fiduciary financial advisor in Troy, Ohio, with 29 years in the industry. Brian joined Newedge Advisors in 2021, after 12 years at MID Atlantic Financial Management and less than a year at Morgan Stanley. Newedge Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 71 advisors with offices in Troy, and one of 59 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 13% by experience in Troy
Office2499 W. Main Street Suite B, Troy, OH 45373
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
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
- 2021 – nowNewedge AdvisorsCurrent firm
- 2009 – 2021MID Atlantic Financial Management, Inc.Previously
- Jun 2009 – Oct 2009Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Sep 2005 – Apr 2007Morgan Stanley DW Inc.Previously
Contact Brian
2499 W. Main Street Suite BTroy, OH 45373Office · Get directions Firm main line(504) 459-4391Headquarters: Newedge Advisors · New Orleans, LA
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Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Newedge Advisors at (504) 459-4391 and ask for Brian Murphy. Brian works from the Troy, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1998, about 29 years. Top 13% by experience in Troy.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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