Patrick MurrayCRD Number: 6194214
Current Firm: O'brien Wealth Partners LLC
Patrick Murray (CRD# 6194214) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has 1 year of experience in the finance industry. Patrick Murray 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|O'brien Wealth Partners LLC||Boston, MA||Apr 2019 - Current||3|
|North American Management Corp.||Boston, MA||Nov 2016 - Apr 2019||2|
|Brown Brothers Harriman||Boston, MA||Aug 2014 - Nov 2016||2|
|Dartmouth College||Hanover, NH||Aug 2010 - May 2014||3|
|Brown Brothers Harriman||Boston, MA||Jun 2013 - Aug 2013||< 1|
|Vista Point Advisors||San Francisco, CA||Jan 2013 - Mar 2013||< 1|
Total Assets Under Management948MILLIONS
Total Number of Accounts1,871ACCOUNTS
Average Account Value$506,775
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.