DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian James Murphy

New Edge WealthBD affiliatedStamford, CtIA-onlyIAPD 4210891

Feed of 09/14/2026

Also filed as Brian Murphy

At current firm

1 y

since Jul 9, 2025

In the industry

26 y

since Aug 30, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

New Edge Wealth BD affiliated current
since Jul 9, 2025 · Stamford, Ct
Mariner BD affiliated
Jul 20, 2023 to Jul 15, 2025 · Rochester, Ny
Edelman Financial Engines independent RIA
Oct 23, 2019 to Apr 27, 2021 · Rochester, Ny
Fisher Investments independent RIA
Dec 10, 2013 to Aug 22, 2019 · Rochester, Ny
Osaic Wealth, Inc. BD affiliated
Apr 15, 2009 to Jan 7, 2010 · Fairport, Ny
Fisher Investments independent RIA
Mar 23, 2007 to Nov 28, 2008 · Rochester, Ny
UBS Financial Services Inc. wirehouse
Aug 26, 2005 to Mar 14, 2007 · Rochester, Ny

Moves

a registration end followed by a registration begin elsewhere

Mariner to New Edge Wealth
left Jul 15, 2025, registered Jul 9, 2025 (-6 days) · Affiliated broker-dealer or bank to another
Edelman Financial Engines to Mariner
left Apr 27, 2021, registered Jul 20, 2023 (814 days) · RIA to affiliated broker-dealer or bank
Fisher Investments to Edelman Financial Engines
left Aug 22, 2019, registered Oct 23, 2019 (62 days) · RIA to RIA
Osaic Wealth, Inc. to Fisher Investments
left Jan 7, 2010, registered Dec 10, 2013 (1433 days) · Other
Fisher Investments to Osaic Wealth, Inc.
left Nov 28, 2008, registered Apr 15, 2009 (138 days) · Other
UBS Financial Services Inc. to Fisher Investments
left Mar 14, 2007, registered Mar 23, 2007 (9 days) · Other

Signals

Brian James Murphy left Mariner for New Edge Wealth (registered 2025-07-09)
Jul 15, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address