Manager · Eversource Wealth Advisors, LLC
Donald W. Murphy
CRD 6610144 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Eversource Wealth Advisors, LLC, an SEC-registered wealth manager based in Birmingham, AL with $5.1 billion in regulatory assets, lists Donald W. Murphy on its Form ADV as Manager, a control person. The SEC filings also name Donald at 1 other registered adviser.
Firms and roles
- Eversource Wealth Advisors, LLCManagerWealth manager · Birmingham, AL · $5.1B in regulatory assets
- Bmss Wesson Wealth SolutionsMember of Managing CommitteeWealth manager · Birmingham, AL · $704M in regulatory assets
AtlasMembers
Donald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Mark A. WessonChief Executive Officer & Manager, Eversource Wealth Advisors, LLC
- Charles V. WeldenManager, Eversource Wealth Advisors, LLC
- Glenn G. WaddellGeneral Counsel & Chief Compliance Officer, Eversource Wealth Advisors, LLC
- Thomas M. PhillipsMember, Eversource Wealth Advisors, LLC
- Rhonda F. HitchcockChief Operating Officer, Eversource Wealth Advisors, LLC
4 more people named with Donald on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.