Peter Denis Murphy
Financial advisor at Financial Partners, LLC
Last updated 2026-10-10
Claim your profilePeter Denis Murphy is a financial advisor at Financial Partners, LLC, CRD 5427375. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2013-07-26.
Registration
- CRD number
- 5427375
- Registration status
- Active
- IAPD registration
- 2013-07-26
- Industry Experience
- 13 years
- Work Experience
- 22 years
- States registered
- NM
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2012-01 to Present · University of New Mexico · Los Alamos, NM
- 2004-07 to Present · Peter and Lisa Murphy Rental Properties · Santa Fe, NM
- 2007-08 to Present · Santa Fe Retirement & Estate Planning Services, LLC · Santa Fe, NM
- 2011-01 to Present · Santa Fe Community College · Santa Fe, NM
- 2012-01 to Present · Oshara Village Combined Associations · Santa Fe, NM
- 2016-09 to Present · Lpl Financial, LLC · Santa Fe, NM
- 2016-10 to Present · Financial Partners, LLC · Santa Fe, NM
Current employment
- Financial Partners, LLC · Santa Fe, NM
Financial Partners, LLC
- Regulatory AUM
- $181,725,211
- Registered advisors
- 3
- Offices
- 2
- Average AUM per client
- $678.1K (Low)
- High-net-worth client ratio
- 24.3% (Moderate)
Financial Partners, LLC: advisors, services and reported ETF investments
About
Peter Denis Murphy is a CFP® financial advisor at Financial Partners, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 22 years of reported work history. Reported roles include Lpl Financial, LLC, University of New Mexico, Oshara Village Combined Associations, Santa Fe Community College, among others.
SEC disclosures list additional business and community activities: 1: 09/30/2016 - financial partners, llc/ dba for lpl business (entity for lpl business)/ 45%/ sante fe, nm 2; 09/30/2016 - sante fe retirement and estate planning services, llc/ business entity for tax/investment purposes only/ 1%/ sante fe, nm 3.
Financial Partners, LLC's firm-level Form ADV reports 3 advisors across 2 offices; approximately 89.3 clients per advisor, average assets per client of $678,079, and regulatory AUM of $181.7M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
What this firm offers
Filed by Financial Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Insurance Broker or Agent
Contact
The firm's filed contact details.
- Phone: 505-795-7910
- Website: financialpartnersnm.com
Official record
Are you Peter Denis Murphy?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.