Madison
Murray

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7631299
Investment Advisor
in New York, NY

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About this Advisor

Madison Murray is a financial advisor based in New York, New York, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Madison has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Global Atlantic Financial Group, Full-Time Education: The University Of Alabama, Finz Seafood Restaurant, Sweet Home Food Bar, Boston Beer Works, Full Time Education: Marblehead High School, The Blue Ox, The Landing, and Full Time Education. Madison has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Madison is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of New York, New York. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

NY Average: $7,464,549,021
Total Number of Employees

34,934

NY Average: 88
Total Number of Accounts

2,911,578

NY Average: 3,892
Average Account Size

$436,737

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Madison Murray Work History

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Global Atlantic Financial Group

2020 - 2021 (1 year)

Full-Time Education: The University Of Alabama

2020 - 2020 (< 1 year)

Global Atlantic Financial Group

2019 - 2020 (1 year)

Full-Time Education: The University Of Alabama

2019 - 2019 (< 1 year)

Finz Seafood Restaurant

2018 - 2019 (1 year)

Full-Time Education: The University Of Alabama

2018 - 2019 (1 year)

Sweet Home Food Bar

2018 - 2018 (< 1 year)

Boston Beer Works

2017 - 2018 (1 year)

Full-Time Education: The University Of Alabama

2016 - 2017 (1 year)

Full Time Education: Marblehead High School

2016 - 2016 (< 1 year)

The Blue Ox

2015 - 2016 (1 year)

Full Time Education: Marblehead High School

2015 - 2015 (< 1 year)

The Landing

2012 - 2015 (3 years)

Full Time Education

Disclosures

Please visit the SEC profile of Madison 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 Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Robert Insana
Providence, RI
Felipe Machado
Saint Petersburg, FL
Dante Lavender
Reston, VA
Amanda Mcdonald
Alpharetta, GA
Brian Smith
Hunt Valley, MD
Andrew Bragg
Westlake, OH
Rocio Mercado
Pomona, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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