Brandyn
Murray
Canterbury Consulting Inc
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About this Advisor
Brandyn Murray is a financial advisor based out of Newport Beach, California with a total of 3 years of industry experience. Murray is currently employed by Canterbury Consulting Inc. Their career trajectory has included roles at Canterbury Consulting, Inc and Torrey Cove Capital Partners. Murray holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in California and Washington. Canterbury Consulting Inc is an advisory firm that has its headquarters in Newport Beach, CA. The firm has offices in three locations and a total of 67 employees. It oversees $5 billion in total assets between its 4,283 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 52 charitable organizations. Of its 4,283 client accounts, 64% belong to high-net-worth clients who have at least $1 million in assets. The business performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on the type of financial services offered. Fee types billed by Canterbury Consulting Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canterbury Consulting Inc Brokerage Details
$5,387,928,944
67
4,283
$1,257,980
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brandyn Murray Work History
Brandyn has been registered as a financial advisor for 3 years.*
Canterbury Consulting, Inc
Canterbury Consulting, Inc
Torrey Cove Capital Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandyn Murray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Canterbury Consulting Inc
Newport Beach, CA
Newport Beach, CA
Madison, TN
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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