Luke
Trotochaud
Brophy Wealth Management, LLC
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About this Advisor
Luke Trotochaud is a certified financial planner who works in Bedford, New Hampshire who has 5 years of relevant experience. Trotochaud is an advisor for Brophy Wealth Management, LLC. Throughout their career, Trotochaud has worked at Fidelity Brokerage Services LLC, Transportation Security Administration, Advanced Physique, The Zoo Health Club, Best Fitness, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Apw Capital and Brophy Wealth Management. Trotochaud has Series 66 and Series 63 licenses, which qualify them as a securities broker, and is able to advise clients in Massachusetts and New Hampshire. Brophy Wealth Management, LLC is a company that has its headquarters in Bedford, NH. It administers $364 million in assets across its 1,142 accounts, placing it among the larger firms in the United States by assets under management. Of its 1,142 accounts, 26% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services are offered. However, fee types charged by Brophy Wealth Management, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brophy Wealth Management, LLC Brokerage Details
$364,401,801
8
1,142
$319,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Luke Trotochaud Work History
Luke has been registered as a financial advisor for 5 years.*
Apw Capital
Brophy Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Brokerage Services LLC
Advanced Physique
The Zoo Health Club
Transportation Security Administration
Best Fitness
*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 Luke Trotochaud 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 Brophy Wealth Management, LLC
Bedford, NH
Bedford, NH
Bedford, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
