Andrew
Murphy

Winthrop Wealth Management

CRD#5523054
Investment Advisor
in Boston, MA

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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

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

109 State Street 2Nd Floor
Boston, MA 02109

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Winthrop Wealth Management Brokerage Details

Total Assets Under Management

$1,060,221,256

MA Average: $16,012,751,954
Total Number of Employees

19

MA Average: 118
Total Number of Accounts

1,422

MA Average: 4,567
Average Account Size

$745,585

MA Average: $3,506,186

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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.

2018 - Present (2 years)

Winthrop Advisory Group LLC

2014 - Present (6 years)

Lpl Financial, LLC

2014 - 2017 (3 years)

Shepherd Financial Partners

2012 - 2014 (2 years)

Pyramis Global Advisors

2009 - 2012 (3 years)

Fidelity Investments

Disclosures

Andrew Murphy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Winthrop Wealth Management

Andrew Murphy
Boston, MA
Max Winthrop
Boston, MA
Gregory Costantino
Boston, MA
Kenneth Dean
Boston, MA
Daniel Castle
Boston, MA

This content was compiled from the SEC and FINRA.

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