James W Murphy
Investment adviser representative at Northeast Investment Management Inc
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Northeast Investment Management, IncOct 2019 to now
- BNY Mellon, N.A.Jan 2017 to Jul 2019
- Choate Hall & Stewart LLPJul 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Northeast Investment Management Inc
$3.3BAssets managed
1,651Clients
9Advisers
42 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
- 7226358
- Firm CRD
- 105051