Andrew Joseph Murphy
Investment adviser representative at Winthrop Wealth
12 yearsExperience
4 statesRegistered in
CFADesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Winthrop WealthMar 2018 to now
- Winthrop Advisory Group LLCJan 2018 to now
- LPL Financial, LLCMay 2014 to Nov 2024
- Shepherd Financial PartnersMay 2014 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 4 states (AZ, CT, MA, TX).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5523054
- Firm CRD
- 288178