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Brian James Murphy

13 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

NewEdge Wealth primarily charges a single “wrap” fee that includes advisory fees, brokerage and trading costs, commissions, custody fees, platform administration, reporting services, and investment management fees charged by Independent Managers and/or NEIS. Clients can choose an “unbundled” fee structure, paying separately for investment advice, brokerage services, and management fees. Fees vary based on the type, amount, and market value of assets under management, the complexity of the engagement, and the scope of services provided. Manager Fees for Independent Managers generally range from 0.10% to 1.50% of AUM. NewEdge can negotiate lower fees based on various factors.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Rochester, NY

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
New Edge Wealth
July 2025 - Present · 6 mos
Previous Registrations
Mariner Wealth
July 2023 - July 2025 · 2 yrs
Financial Engines Advisors L.L.C.
October 2019 - April 2021 · 1 yr 6 mos
Fisher Investments
December 2013 - August 2019 · 5 yrs 8 mos
Royal Alliance Associates, INC.
April 2009 - January 2010 · 9 mos
Fisher Investments
March 2007 - November 2008 · 1 yr 8 mos
UBS Financial Services INC.
August 2005 - March 2007 · 1 yr 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Brian James Murphy - Financial Advisor | AdvisorDiscover