Lauren A Murphy
Investment adviser representative at Parametric Portfolio Associates
10 yearsExperience
1 stateRegistered in
$684.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Parametric Portfolio Associates LLCOct 2019 to now
- Breckinridge Capital Advisors Inc.Mar 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
Parametric Portfolio Associates
Legal name: Parametric Portfolio Associates LLC
$684.8BAssets managed
240,290Clients
7Advisers
25 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
- 5757134
- Firm CRD
- 114310