AdFi
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Lauren A Murphy

Investment Adviser Representative at Parametric Portfolio Associates

Boston, MACRD #5757134Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lauren A. Murphy is an investment adviser representative with Parametric Portfolio Associates in Boston, MA, where they have been registered since 2022. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Breckinridge Capital Advisors Inc and Eaton Vance Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/13/2010
SIE
Securities Industry Essentials Examination
Passed 3/1/2016
Series 7
General Securities Representative Examination
Passed 4/30/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Parametric Portfolio AssociatesCurrent
1/3/2022 – Boston, MA
Breckinridge Capital Advisors Inc
5/2/2016 – 1/13/2020Boston, MA
Eaton Vance Management
7/27/2010 – 3/1/2016Boston, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Breckinridge Capital Advisors Inc.
    Mar 2016 – Oct 2019Boston, MA
  2. Parametric Portfolio Associates LLC
    Oct 2019 – no end date reportedBoston, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Parametric Portfolio Associates

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Responsible InvestingFactor InvestingTax ManagementCustom CoreFixed Income

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
6
Main office:
Seattle, WA
SEC file number:
801-60485

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 21, 2026

View full firm profile

Other advisors at Parametric Portfolio Associates

6 other advisors in the directory

View Parametric Portfolio Associates firm profile

Similar advisors in Boston, MA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lauren A Murphy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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