Meredith M. Murphy

FINANCIAL WELL-BEING ADVISORS LLC

Wellesley, MA

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CRD#: 6825890

Professional summary

Meredith Mcintosh Murphy, who also goes by Meredith Mcintosh Bermann, Meredith Mcintosh Lewis, Meredith Mary Mcintosh, is a registered financial advisor currently at FINANCIAL WELL-BEING ADVISORS LLC located in Wellesley, Massachusetts.

Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Meredith has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meredith Mcintosh Bermann | Meredith Mcintosh Lewis | Meredith Mary Mcintosh

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.

Genesis, Cambridge, MA 02138: Chief Accounting Officer, 02/2009 to present 30 hours per week; 26 of which fall during securities trading hours The company provides back-office support to clients and their businesses including book-keeing, concierge, operational, treasury and acts as a liaison with other professional services. The company does not provide investment-advisory services. My duties are to oversee the accounting group and their activities (described above).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Mcintosh Murphy's 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

September 13, 2017 - Present

FINANCIAL WELL-BEING ADVISORS LLC

RIA

CRD#: 288203

Wellesley, MA

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
(9/13/2017)

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Exams

Current Firm

FINANCIAL WELL-BEING ADVISORS LLC

CRD#: 288203 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/13/2017 Approved)

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Contact information

Main Address

Wellesley, MA

Mailing Address

Phone number

(508) 864-3585

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 6,300,000

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.

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Meredith M. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Mcintosh Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL WELL-BEING ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL WELL-BEING ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL WELL-BEING ADVISORS LLC

TRUST BUT VERIFY

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