Breene Murphy
Financial advisor at Carbon Collective Investing, LLC · Laguna Beach, CA
Last updated 2026-10-10
Claim your profileBreene Murphy is a financial advisor at Carbon Collective Investing, LLC in Laguna Beach, CA, CRD 7468858. Licenses and exams on the registration: Series 65. IAPD registration began 2021-11-16.
Registration
- CRD number
- 7468858
- Registration status
- Active
- IAPD registration
- 2021-11-16
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2016-01 to 2021-06 · Ep Wealth Advisors · Torrance, CA
- 2021-06 to Present · Carbon Collective Investing, LLC · Albany, CA
Current employment
- Carbon Collective Investing, LLC · Oakland, CA
Carbon Collective Investing, LLC
- Regulatory AUM
- $348,353,604
- Registered advisors
- 4
- Offices
- 5
- Average AUM per client
- $256.3K (Low)
- High-net-worth client ratio
- 0.0% (Low)
Carbon Collective Investing, LLC: advisors, services and reported ETF investments
About
Breene Murphy is a financial advisor at Carbon Collective Investing, LLC in Laguna Beach, CA. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history.
Carbon Collective Investing, LLC's firm-level Form ADV reports 4 advisors across 5 offices; approximately 339.8 clients per advisor, average assets per client of $256,331, and regulatory AUM of $348.4M; client categories including Individuals (non-HNW), Investment companies, Pooled investment vehicles, and Pension and profit-sharing plans; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Carbon Collective Investing, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
Location
Laguna Beach, CA
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you Breene Murphy?
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