Carlton
Murrey

Ae Wealth Management, LLC

CRD#4255930
Investment Advisor
in Hendersonville, NC

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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

Series 63, Series 65

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 Erkwood Drive Suite B
Hendersonville, NC 28739

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

NC Average: $2,243,162,756
Total Number of Employees

475

NC Average: 44
Total Number of Accounts

74,292

NC Average: 4,091
Average Account Size

$115,541

NC Average: $548,316

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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.

2019 - Present (2 years)

Ae Wealth Management, LLC

2019 - Present (2 years)

J. Biance Financial, Inc

2012 - Present (9 years)

Cradle Of Forestry In America Interpretive Association

2003 - Present (18 years)

Curtis Wright Outfitters, LLC

2010 - 2010 (< 1 year)

Burch & Company, Inc

2010 - 2010 (< 1 year)

Bailey Southwell & Co

2010 - 2013 (3 years)

Carolina Financial Securities, LLC

2010 - 2012 (2 years)

Carolina Financial Group

2008 - 2010 (2 years)

Builderadius, Inc

Disclosures

Carlton Murrey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Bradley Barkate
Bakersfield, CA
Kevin Thornton
Topeka, KS
James Byrd
Daphne, AL
Craig Gordinier
Topeka, KS
Jason Weckel
Littleton, CO
Thomas Tayton
Chicago, IL
Nathaniel Miller
Topeka, KS
Tyler Zavala
Peoria, AZ

This content was compiled from the SEC and FINRA.

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.

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