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 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

Series 63, Chartered Financial Analyst

Years of Experience

12 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

321 Columbus Avenue 4Th Floor
Boston, MA 02116

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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

18

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 12 years of experience.

2018 - Present (1 year)

Winthrop Advisory Group LLC

2014 - Present (5 years)

Lpl Financial, LLC

2014 - 2017 (3 years)

Shepherd Financial Partners

2012 - 2014 (2 years)

Pyramis Global Advisors

2009 - 2012 (3 years)

Fidelity Investments

2006 - 2009 (3 years)

Lebanon Valley College

Disclosures

Andrew Murphy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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