Peter Murphy has been Managing Member of Financial Partners since January 2022, is a control person of the firm and directly owns between 25% and 50% of it. Peter Murphy holds a Bachelor of Arts in Mathematics from Wesleyan University and a Master of Science in National Resource Strategy from Industrial College of the Armed Forces.
Financial Partners, LLC is a Santa Fe, NM firm with $182M under management, 268 clients and 3 advisers in one office, as of its March 2026 filing.
Peter Murphy is Partner and Financial Advisor of Financial Partners, LLC, based in Santa Fe, New Mexico. He is a 27 year career Naval Aviator and former Commanding Officer of Strike Fighter Squadron Two Five (VFA 25) and USS TARAWA (LHA 1). In 2008, he moved to Santa Fe and established his business.
Peter Murphy’s longest registration is the current one, 9 years at Financial Partners since 2016. Before joining Financial Partners in 2016, Peter Murphy was registered through United Planners' Financial Services of America A Limited Partner and BCG Securities, Inc.
- Financial Partners, LLCCurrent– present · 9 yearsSanta Fe, NM · Adviser representative · Firm CRD 170002
- United Planners' Financial Services of America A Limited Partner– · 2 yearsSanta Fe, NM · Adviser representative · Firm CRD 20804
- BCG Securities, Inc.– · under a yearSanta Fe, NM · Adviser representative · Firm CRD 70
Professional designations
Listed by Financial Partners
- CFP®
Investment adviser representative registrations
Peter Murphy is registered as an investment adviser representative in New Mexico, since October 2016.
- New MexicoSince 24 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 April 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Peter Denis Murphy
- CRD
- 5427375
- Firm
- Financial Partners · CRD 170002
- Role
- Managing Member
- Office
- Santa Fe, NM
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialpartnersnm.com
Where does Peter Murphy work?
Peter Murphy has been Managing Member of Financial Partners, LLC since January 2022, and is a control person of the firm.
Is Peter Murphy a financial advisor?
Yes. Peter Murphy has a current investment-adviser registration in New Mexico, through Financial Partners since October 2016.
How many years of experience does Peter Murphy have?
Peter Murphy has 18 years in the financial industry, since October 2007, across 3 adviser firms.
What exams has Peter Murphy passed?
Peter Murphy has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in October 2007. FINRA credited Peter Murphy with the SIE, which began in October 2018.
Where did Peter Murphy work before Financial Partners?
Before Financial Partners, Peter Murphy was registered through United Planners' Financial Services of America A Limited Partner, March 2014 to September 2016; BCG Securities, Inc., July 2013 to March 2014.
Where is Peter Murphy based?
Peter Murphy’s registered office is in Santa Fe, NM.
Is Peter Murphy registered with FINRA?
No. Peter Murphy has no current broker registration.
Is Peter Murphy a CFP?
Financial Partners lists Peter Murphy with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Peter Murphy, CFP® biography, financialpartnersnm.com
How can I verify Peter Murphy’s record?
Search CRD 5427375 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Murphy’s full registration record.
