Stephen Brophy, financial advisor Bedford NH

Stephen Brophy

CRD Number: 1490789
Current Firm: Brophy Wealth Management, LLC

Stephen Brophy (CRD# 1490789) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has over 37 years of experience in the finance industry. Stephen Brophy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brophy Wealth Management, LLC Bedford, NH Jan 2013 - Current 11
Apw Capital, Inc. Rockaway, NJ Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
Contact Info for Stephen A. Brophy
Phone Number: (603) 668-2303
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    364
    MILLIONS
  • Total Number of Accounts
    1,142
    ACCOUNTS
  • Average Account Value
    $319,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, LA, MA, ME, NC, NH, NY, PA, TX, VT

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