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Advisors / New York / Westbury
15yrs

John Murphy

Financial advisor at Strategic Advisers

John Murphy is a fiduciary financial advisor in Westbury, New York, with 15 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, John joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

One of 69 advisors with offices in Westbury, and one of 44 fiduciaries.

Westbury, NYTop 24% by experience at Strategic AdvisersFiduciary advisor

At a glance

Experience15 years (since 2011)
How that compares ?Top 24% by experience at Strategic Advisers
OfficeWestbury, NY
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2014 – 2018

Contact John

(617) 563-7000Firm headquarters in Boston, MA. Ask for John. Westbury, NYOffice · Get directions

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Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Strategic Advisers at (617) 563-7000 and ask for John Murphy. John works from the Westbury, NY office.

How long has John been a financial advisor?

John has been in the industry since 2011, about 15 years. Top 24% by experience at Strategic Advisers.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John 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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