Unclaimed Profile

Beverly Dunphy

HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC·MORRISTOWN, New Jersey

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 14, Series 23, Series 24, Series 55, Series 63, Series 65, Series 99TOClean record5 years registeredHAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC

21 SOUTH STREET, MORRISTOWN, NJ 07960CRD# 2614989Firm CRD# 157865

Profile Verification

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

Identity

Beverly Dunphy · MORRISTOWN, NJ

Registration

CRD #2614989 · HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC · 5 years registered

Brand Profile

Not yet started

Career History

HIMCO, LLC

Sep 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 14

Series 23

Series 24

Series 55

Series 63

Series 65

Series 99TO

Registration record

First registered · September 16, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC

CRD 157865 · SEC 801-72858

AUM

$928M

Regulatory assets under management

Employees

32 client accounts

Services offered by HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Beverly Dunphy offer?

Beverly Dunphy specializes in Retirement Planning. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are Beverly Dunphy's credentials?

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

Where is Beverly Dunphy located?

Beverly Dunphy is based in MORRISTOWN, New Jersey, working with HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does Beverly Dunphy charge for services?

Beverly Dunphy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC?

HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC has approximately 63 employees and manages $928M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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