Shawn Patrick Kilmurray
Investment adviser representative at Brookwood Investment Group
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Brookwood Investment GroupSep 2025 to now
- Massmutual Life Insurance CompanyApr 2018 to now
- MML Investors Services, LLCApr 2018 to now
- Park Avenue SecuritiesJan 2014 to Mar 2018
- Guardian Life InsJun 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 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
- 5855121
- Firm CRD
- 316544