Arcadia Wealth Management
43yrs
Top advisor by experience in Smithtown
20yrs
Based in Smithtown, New York, Michael Murphy is a fiduciary financial advisor with 20 years of industry experience. Michael joined Osaic Wealth in 2024, after five years at American Portfolios Advisors and three years at Cetera Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 91 advisors with offices in Smithtown, and one of 73 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in New York
Office22 Lawrence Avenue Suite 307, Smithtown, NY 11787
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
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
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2024 – now
- 2019 – 2024American Portfolios Advisors, Inc.Previously
- 2016 – 2019Cetera Advisors LLCPreviously
- Oct 2014 – Oct 2016Investors Capital Corp.Previously
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Osaic Wealth at (800) 821-5100 and ask for Michael Murphy. Michael works from the Smithtown, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2007, about 20 years. More experience than 60% of advisors in New York.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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