Lauren A. Murphy

PARAMETRIC PORTFOLIO ASSOCIATES

BOSTON, MA 02109

Some features on this profile are disabled

CRD#: 5757134

Professional summary

Lauren A Murphy, who also goes by Lauren Ashley Haas, Lauren Ashley Murphy, Lauren Murphy, is a registered financial advisor currently at PARAMETRIC PORTFOLIO ASSOCIATES located in Boston, Massachusetts.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lauren has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Ashley Haas | Lauren Ashley Murphy | Lauren Murphy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren A Murphy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2022 - Present

PARAMETRIC PORTFOLIO ASSOCIATES

Office #1: One Post Office Square 35th Floor, Boston, MA 02109

RIA

CRD#: 114310

BOSTON, MA

Past

May 2, 2016 - January 13, 2020

BRECKINRIDGE CAPITAL ADVISORS INC

RIA

CRD#: 107143

Boston, MA

Past

July 27, 2010 - March 1, 2016

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

May 3, 2010 - March 1, 2016

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2010

General Securities Representative Examination

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

800 Fifth Avenue Suite 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 694-5500

Established

Firm type

Fiscal year end

# of Employees

1,006

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAMETRIC FORM ADV BROCHURE - 08 15 2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	201,647
AUM (Assets Under Management)	$ 574,020,820,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lauren A. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren A Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARAMETRIC PORTFOLIO ASSOCIATES

BRECKINRIDGE CAPITAL ADVISORS INC

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

Primary Firm SEC Registration

PARAMETRIC PORTFOLIO ASSOCIATES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2010

SIE

Date: 3/1/2016

Series 7

Date: 4/30/2010

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAMETRIC PORTFOLIO ASSOCIATES

TRUST BUT VERIFY

Similar Advisors