Claim Profile
MM

Maura Anne Murphy

SUN CAPITAL ADVISERS LLC·WELLESLEY HILLS, Massachusetts
Unclaimed Profile
ONE SUN LIFE EXECUTIVE PARK, WELLESLEY HILLS, MA 02481-5699CRD# 3219419Firm CRD# 109684
01

About

Maura Anne Murphy is a registered financial advisor based in WELLESLEY HILLS, Massachusetts, affiliated with SUN CAPITAL ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
SLC MANAGEMENT
AUM
$69.5B
Regulatory assets under management
Employees
220
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COST, COST PLUS PERCENTAGE
Regulatory
SEC/IARD CRD# 3219419
Firm CRD# 109684
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WELLESLEY HILLS?

Browse all registered financial advisors in WELLESLEY HILLS, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Maura Anne Murphy offer?
Maura Anne Murphy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLESLEY HILLS, Massachusetts for a consultation.
What are Maura Anne Murphy's credentials?
Maura Anne Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maura Anne Murphy located?
Maura Anne Murphy is based in WELLESLEY HILLS, Massachusetts, working with SUN CAPITAL ADVISERS LLC. Their office serves clients in the WELLESLEY HILLS metropolitan area and surrounding communities.
How does Maura Anne Murphy charge for services?
Maura Anne Murphy's firm is compensated through percentage of aum, hourly charges, subscription fees, other: cost, cost plus percentage. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUN CAPITAL ADVISERS LLC?
SUN CAPITAL ADVISERS LLC has approximately 220 employees and manages $69.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty