Patrick Murray, financial advisor Boston MA

Patrick Murray

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Patrick Murray has no recent exams reported.
Contact Info for Patrick J. Murray
Phone Number: [617] 547-6717
Firm Website: https://www.obrienwp.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    948
    MILLIONS
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $506,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT

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