Supreme Alliance
47yrs
Top advisor by experience in Charlotte
23yrs
Ciaran Murphy
Full name on record: Ciaran John Murphy
Financial advisor at Advice and Planning Services
Ciaran Murphy is a fiduciary financial advisor in Charlotte, North Carolina, with 23 years in the industry. Ciaran joined Advice and Planning Services in 2021, after four years at Neuberger Berman BD and less than a year at Sanderson & Stocker. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 25% by experience in Charlotte
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing 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 – now
- 2011 – 2015Neuberger Berman BD LLCPreviously
- Apr 2004 – May 2004Sanderson & Stocker, Inc.Previously
Contact Ciaran
(212) 490-9000Firm headquarters in New York, NY. Ask for Ciaran. Charlotte, NCOffice · Get directions Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ciaran
Tailored to Ciaran’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 Ciaran
How do I contact Ciaran?
Call Advice and Planning Services at (212) 490-9000 and ask for Ciaran Murphy. Ciaran works from the Charlotte, NC office.
How long has Ciaran been a financial advisor?
Ciaran has been in the industry since 2004, about 23 years. Top 25% by experience in Charlotte.
What licenses does Ciaran hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Ciaran a fiduciary?
Ciaran is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ciaran paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Ciaran 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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