Winthrop Wealth Management
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About this Advisor
Andrew Murphy is an investment advisor who is based in Boston, Massachusetts. Currently a registered advisor with Winthrop Wealth Management, Murphy has 12 years of professional experience in the financial advisory industry. Murphy maintains a Series 63 license, certifying the advisor as a securities representative. Murphy is able to act as an advisor in Massachusetts. Over the course of their career, they have held roles at Lebanon Valley College, Shepherd Financial Partners, Winthrop Advisory Group LLC, Pyramis Global Advisors, Lpl Financial, LLC and Fidelity Investments. Winthrop Wealth Management is headquartered in Boston, Massachusetts, and has four other locations across the nation. In total, Winthrop Wealth Management manages $1 billion in assets throughout 1,336 client accounts and employs 10 staff members. The firm's total assets under management makes it one of the bigger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Winthrop Wealth Management can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Winthrop Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Murphy Work History
Andrew has 12 years of experience.
Winthrop Advisory Group LLC
Lpl Financial, LLC
Shepherd Financial Partners
Pyramis Global Advisors
Lebanon Valley College
Andrew Murphy has no disclosures.
Please visit their SEC profile for more details.