Ae Wealth Management, LLC
About this Advisor
Carlton Murrey is a financial advisor based in Hendersonville, North Carolina. Currently a registered financial advisor with Ae Wealth Management, LLC, they have accumulated 17 years of work experience in the financial advisory industry. Murrey has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Murrey is registered to advise clients in North Carolina. Their career trajectory has included roles at Curtis Wright Outfitters, LLC, Builderadius, Inc, Burch & Company, Inc, Bailey Southwell & Co, Carolina Financial Securities, LLC, Cradle Of Forestry In America Interpretive Association, Ae Wealth Management, LLC, J. Biance Financial, Inc and Carolina Financial Group. Ae Wealth Management, LLC is headquartered in Hendersonville, North Carolina, and has 323 additional offices across the country. In aggregate, Ae Wealth Management, LLC manages $9 billion in assets throughout 74,292 client accounts and employs more than 475 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ae Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carlton Murrey Work History
Carlton has 17 years of experience.
Ae Wealth Management, LLC
J. Biance Financial, Inc
Cradle Of Forestry In America Interpretive Association
Curtis Wright Outfitters, LLC
Burch & Company, Inc
Bailey Southwell & Co
Carolina Financial Securities, LLC
Carolina Financial Group
Carlton Murrey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.