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MURPHY CLARKE WILLIAMS & STONE LLC

MIAMI BEACH, FL · CRD 330290 · IAPD ↗ · mcwstone.com · (305) 954-1521

$181.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MURPHY CLARKE WILLIAMS & STONE LLC moved its main office from CORAL GABLES, FL to MIAMI BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
September 2024 — MURPHY CLARKE WILLIAMS & STONE LLC moved its main office from MIAMI BEACH, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
September 2024 — MURPHY CLARKE WILLIAMS & STONE LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2024 — MURPHY CLARKE WILLIAMS & STONE LLC (MIAMI BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.