Robert Murphy has been an investment adviser representative at Pinnacle Wealth Management Group since July 2020, and is not listed among the firm’s executive officers or direct owners. Robert Murphy holds a Bachelor of Science degree in Business Administration from Central Michigan University.
Pinnacle Wealth Management Group, Inc. is a Plymouth, MI firm with $244M under management, 209 clients and 4 advisers in one office, as of its September 2026 filing.
Robert C. Murphy is Director of Client Services at Pinnacle Wealth Management Group, Inc. He focuses on customer service for the firm's clients while running the day-to-day operational support of the firm. Before joining Pinnacle, he was Director of Marketing & Assistant Operations Director at Beacon Capital Management, Inc. He also has experience as an Advisor Services Consultant and Client Service Specialist at Symmetry Partners, LLC.
Robert Murphy’s longest registration is the current one, 6 years at Pinnacle Wealth Management Group since 2020. Before joining Pinnacle Wealth Management Group in 2020, Robert Murphy was registered through Symmetry Partners.
- – present · 6 yearsPlymouth, MI · Adviser representative · Firm CRD 281935
- Symmetry Partners– · under a yearGlastonbury, CT · Adviser representative · Firm CRD 120982
Investment adviser representative registrations
Robert Murphy is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is New York, in November 2021.
- MichiganSince 27 July 2020
- New YorkSince 11 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Charles Murphy
- CRD
- 5530860
- Firm
- Pinnacle Wealth Management Group · CRD 281935
- Office
- 849 PENNIMAN SUITE 201, Plymouth, MI 48170
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwmgi.com
Where does Robert Murphy work?
Robert Murphy is an investment adviser representative registered through Pinnacle Wealth Management Group, Inc. since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Robert Murphy a financial advisor?
Yes. Robert Murphy has a current investment-adviser registration in Michigan and New York, through Pinnacle Wealth Management Group since July 2020.
How many years of experience does Robert Murphy have?
Robert Murphy has 6 years in the financial industry, since March 2020, across 2 adviser firms.
What exams has Robert Murphy passed?
Robert Murphy passed the Series 65 in July 2020.
Where did Robert Murphy work before Pinnacle Wealth Management Group?
Before Pinnacle Wealth Management Group, Robert Murphy was registered through Symmetry Partners, May 2012 to September 2012.
Where is Robert Murphy based?
Robert Murphy’s registered office is in Plymouth, MI.
Is Robert Murphy registered with FINRA?
No. Robert Murphy has no current broker registration.
How can I verify Robert Murphy’s record?
Search CRD 5530860 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Murphy’s full registration record.
