Cypress, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
3
Of 7,832 advisors across 3,562 offices
Location
6261 Katella Avenue, Suite 250
Cypress CA 90630
Advisors at this office
3
Advisors at this office
Michael M
Series 63, Series 66
Cypress, CA
OSAIC
Michael Murphy is a financial advisor with OSAIC in Cypress, California, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, he worked with Linsco/Private Ledger Corp. He is a partner in the CPA firm Murphy, Murphy & Murphy and serves on the boards of several nonprofit organizations, including the Haynes Fund and Orange Catholic Foundation. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses asset-allocation tools and automated rebalancing to manage portfolios with a range of investment products and supports various third-party managed-account solutions.
Evan O
CFP®, Series 66
Cypress, CA
OSAIC
Evan Ocepek is a CFP® certificant with 15 years of industry experience and is currently affiliated with OSAIC. He previously worked at Woodbury Financial Services and Western International Securities, Inc. Evan is also a partner in Murphy Financial Services and acts as an insurance agent, recommending and assisting clients with insurance products. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party money managers across multiple platforms.
Marty V
Series 63
Cypress, CA
OSAIC
Marty Valade is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. for 23 years. Valade is also a partner in Murphy Financial Services and is active as an insurance agent. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party money managers.
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