UBS Financial Services
45yrs
Top advisor by experience in Hyannis
9yrs
Patrick Murphy
Full name on record: Patrick Christopher Murphy
Financial advisor at UBS Financial Services
Patrick Murphy is a fiduciary financial advisor in Hyannis, Massachusetts, with 9 years in the industry. Patrick joined UBS Financial Services in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 97 advisors with offices in Hyannis, and one of 91 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1471 Iyannough Road, Hyannis, MA 02601
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowUBS Financial Services Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call UBS Financial Services at 201-352-3000 and ask for Patrick Murphy. Patrick works from the Hyannis, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick 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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