Winthrop Wealth Management
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About this Advisor
Andrew Murphy is an investment advisor based in Boston, Massachusetts. Currently a registered investment advisor with Winthrop Wealth Management, Murphy has 10 years of work experience as a financial advisor. Murphy has a Series 63 license, certifying the advisor as a securities agent. Murphy can serve customers based out of Massachusetts. The advisor has gained experience at Pyramis Global Advisors, Fidelity Investments, Lpl Financial, LLC, Shepherd Financial Partners and Winthrop Advisory Group LLC. Winthrop Wealth Management is headquartered in Boston, Massachusetts, and operates out of five offices across the United States. In aggregate, Winthrop Wealth Management manages $1 billion in assets across 1,422 accounts and employs 19 staff members. The amount of assets the firm manages places it among the bigger financial advisory firms in the United States. The firm manages 1,421 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 36% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Winthrop Wealth Management offers 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 11 years of experience.
Winthrop Advisory Group LLC
Lpl Financial, LLC
Shepherd Financial Partners
Pyramis Global Advisors
Andrew Murphy has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Winthrop Wealth Management