Brophy Wealth Management, LLC

Brophy Wealth Management, LLC (CRD# 169894) is a financial advisory firm headquartered in Bedford, NH. They manage $144,564,315 in 667 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $216,738
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, TX

Financial Advisors at Brophy Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen A. Brophy
CRD#: 1490789
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110
96
Wealthminder
score

Stephen Brophy (CRD# 1490789) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has over 31 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.

2
Steven M. Dalton
CRD#: 5538229
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110
96
Wealthminder
score

Steven Dalton (CRD# 5538229) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has over 9 years of experience in the finance industry. Steven Dalton 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.

3
James S. Brophy
CRD#: 5731000
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110
87
Wealthminder
score

James Brophy (CRD# 5731000) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has 1 year of experience in the finance industry.

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