James
Murphy
Northeast Investment Management Inc
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About this Advisor
James Murphy is a certified financial planner who works in Boston, Massachusetts who has 3 years of industry experience. Murphy is an employee of Northeast Investment Management Inc. The advisor has gained experience at Northeast Investment Management, Inc, Bny Mellon, N.A and Choate Hall & Stewart Llp. Murphy is able to advise clients in Massachusetts. Northeast Investment Management Inc is a registered investment firm headquartered in Boston, MA. It administers $2 billion in assets under management across its 1,541 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 1,541 customer accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Northeast Investment Management Inc provides portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which services are offered. However, fee types billed by Northeast Investment Management Inc most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northeast Investment Management Inc Brokerage Details
$2,145,154,964
26
1,541
$1,392,054
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
James Murphy Work History
James has been registered as a financial advisor for 3 years.*
Northeast Investment Management, Inc
Bny Mellon, N.A
Choate Hall & Stewart Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northeast Investment Management Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
