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Lauren A Murphy

Parametric Portfolio Associates

Boston, MA

CRD 5757134

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Employer firm

Parametric Portfolio Associates CRD 114310

$685B regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Parametric Portfolio Associates

800 Fifth Avenue Suite 2800, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-01-03
  • MA RA
    APPROVED
    Since 2022-01-03

Branch Locations

One Post Office Square Floor 21, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Breckinridge Capital Advisors Inc. Boston MA 03/2016 10/2019
Parametric Portfolio Associates Llc Boston MA 10/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-13
  • S66 Uniform Combined State Law Examination
    2010-07-13
Other Names
  • Lauren Ashley Haas
  • Lauren Ashley Murphy
  • Lauren Murphy

View on SEC IAPD

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