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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Cassidy Murphy

Advisor at FIDUCIARY FINANCIAL GROUP, LLC

SAN RAFAEL, CA | Arvada, CO

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Search this name across graphsid dfx:ria:7a48141b-1aa8-84b7-e8f8-aef61e94afae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 15, 2017 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: FIDUCIARY FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 17, 2017
First registration: Mar 15, 2017
Dual registered: no
Other names: Cassidy Diane Cervenka|Cassidy Diane Roy|Cassidy D Murphy|Cassidy Diane Murphy
IAPD individual key: 6735935

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
FIDUCIARY FINANCIAL GROUP, LLC	Independent wealth	Jun 10, 2026	n/a	yes	SAN RAFAEL, CA\|Arvada, CO	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Aug 28, 2024	Jun 2, 2026	no	ARVADA, CO\|TIMNATH, CO\|PLYMOUTH, MN	Previous registration
RANGE ADVISORY, LLC	Independent wealth	Dec 15, 2023	Aug 21, 2024	no	Greer, SC\|MCLEAN, VA\|Timnath, CO	Previous registration
FINTRUST CAPITAL ADVISORS, LLC	Former SEC adviser	Jun 9, 2021	Nov 13, 2023	no	GREENVILLE, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 15, 2017	Jun 2, 2021	no	SOUTHLAKE, TX	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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	FIDUCIARY FINANCIAL GROUP, LLC	Jun 2, 2026	Jun 10, 2026	8	Firm change	Ibd to RIA
RANGE ADVISORY, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Aug 21, 2024	Aug 28, 2024	7	Firm change	RIA to ibd
FINTRUST CAPITAL ADVISORS, LLC	RANGE ADVISORY, LLC	Nov 13, 2023	Dec 15, 2023	32	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FINTRUST CAPITAL ADVISORS, LLC	Jun 2, 2021	Jun 9, 2021	7	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ FIDUCIARY FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 28, 2024 to Jun 2, 2026factForm ADV
→ RANGE ADVISORY, LLCRegistered adviserregistration: previous registration
Dec 15, 2023 to Aug 21, 2024factForm ADV
→ FINTRUST CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 9, 2021 to Nov 13, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 15, 2017 to Jun 2, 2021factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
Cassidy Murphy left Wealth Enhancement Advisory Services, Llc for Fiduciary Financial Group, Llc (registered 2026-06-10)
Form ADVobserved 4 days ago
Occurred
Aug 21, 2024
Advisor changed firm
Cassidy Murphy left Range Advisory, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-08-28)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2023
Advisor changed firm
Cassidy Murphy left Fintrust Capital Advisors, Llc for Range Advisory, Llc (registered 2023-12-15)
Form ADVobserved 4 days ago