Unclaimed Profile

Brian Murstein

THOMASPARTNERS, INC.·WELLESLEY, Massachusetts

Series 6, Series 7, Series 63, Series 65Clean record16 years registeredTHOMASPARTNERS, INC.

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 3101594Firm CRD# 104966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Murstein · WELLESLEY, MA

Registration

CRD #3101594 · THOMASPARTNERS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THOMASPARTNERS, INC.

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Feb 2018 – Mar 2022

Boston, MA

THOMASPARTNERS, INC.

Dec 2009 – Mar 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 11, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THOMASPARTNERS, INC.

CRD 104966 · SEC 801-22189

AUM

$14.6B

Regulatory assets under management

Employees

43,468 client accounts

Services offered by THOMASPARTNERS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THOMASPARTNERS, INC. →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WELLESLEY?

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

Browse WELLESLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Murstein offer?

Brian Murstein specializes in Investment Management, Fee-Only Advisory.

What are Brian Murstein's credentials?

Brian Murstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Murstein located?

Brian Murstein is based in WELLESLEY, Massachusetts, last registered with THOMASPARTNERS, INC..

How does Brian Murstein charge for services?

Brian Murstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THOMASPARTNERS, INC.?

THOMASPARTNERS, INC. has approximately 33 employees and manages $14.6B 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 →