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RIA / WealthAdvisor26 years in industry

Brian James Murphy

Advisor at NEW EDGE WEALTH

STAMFORD, CT

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Search this name across graphsid dfx:ria:39fcfe35-b3f4-b7fe-1810-d925e46e37cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 26, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEW EDGE WEALTH
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Aug 30, 2000
First registration: Aug 26, 2005
Dual registered: no
Other names: BRIAN MURPHY
IAPD individual key: 4210891

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEW EDGE WEALTH	Bd affiliated wealth	Jul 9, 2025	n/a	yes	STAMFORD, CT	Current employment
Mariner	Bd affiliated wealth	Jul 20, 2023	Jul 15, 2025	no	Rochester, NY	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 23, 2019	Apr 27, 2021	no	ROCHESTER, NY	Previous registration
FISHER INVESTMENTS	Independent wealth	Dec 10, 2013	Aug 22, 2019	no	ROCHESTER, NY\|PLANO, TX	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Apr 15, 2009	Jan 7, 2010	no	FAIRPORT, NY	Previous registration
FISHER INVESTMENTS	Independent wealth	Mar 23, 2007	Nov 28, 2008	no	ROCHESTER, NY\|PLANO, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 26, 2005	Mar 14, 2007	no	ROCHESTER, NY\|ROCHESTER, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Mariner	NEW EDGE WEALTH	Jul 15, 2025	Jul 9, 2025	-6	Firm change	Ibd to ibd
EDELMAN FINANCIAL ENGINES	Mariner	Apr 27, 2021	Jul 20, 2023	814	Firm change after gap	RIA to ibd
FISHER INVESTMENTS	EDELMAN FINANCIAL ENGINES	Aug 22, 2019	Oct 23, 2019	62	Firm change	RIA to RIA
OSAIC WEALTH, INC.	FISHER INVESTMENTS	Jan 7, 2010	Dec 10, 2013	1,433	Firm change after gap	Other
FISHER INVESTMENTS	OSAIC WEALTH, INC.	Nov 28, 2008	Apr 15, 2009	138	Firm change	Other
UBS FINANCIAL SERVICES INC.	FISHER INVESTMENTS	Mar 14, 2007	Mar 23, 2007	9	Firm change	Other

Relationships

Registered with (6)

→ NEW EDGE WEALTHRegistered adviserregistration: current employment
Jul 9, 2025 to presentfactForm ADV
→ MARINERRegistered adviserregistration: previous registration
Jul 20, 2023 to Jul 15, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Oct 23, 2019 to Apr 27, 2021factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 10, 2013 to Aug 22, 2019factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Apr 15, 2009 to Jan 7, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 26, 2005 to Mar 14, 2007factForm ADV

Dated events

Occurred
Jul 15, 2025
Advisor changed firm
Brian James Murphy left Mariner for New Edge Wealth (registered 2025-07-09)
Form ADVobserved 4 days ago