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Brian Murstein

THOMASPARTNERS, INC.·WELLESLEY, Massachusetts
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75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 3101594Firm CRD# 104966
01

About

Brian Murstein is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with THOMASPARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
THOMASPARTNERS, INC.
THOMASPARTNERS, INC.
AUM
$14.6B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at THOMASPARTNERS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3101594
Firm CRD# 104966
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Murstein offer?
Brian Murstein specializes in Investment Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
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, working with THOMASPARTNERS, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
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.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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