Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in Lake Mary
22yrs
Matthew Patrick Murphy
Financial advisor at Commonwealth Financial Network
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office1540 International Parkway Suite 2000, Lake Mary, FL 32746
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Feb 2025 – nowCommonwealth Financial NetworkCurrent firm
- 2022 – 2025Certified Advisory CorpPreviously
- 2018 – 2022Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2018Strategic Advisers LLCPreviously
- 2006 – 2010Eagle Strategies LLCPreviously
Questions to ask Matthew
Tailored to Matthew’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Commonwealth Financial Network at 781-736-0700 and ask for Matthew Patrick Murphy. Matthew works from the Lake Mary, FL office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Matthew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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