Cullen Murray
Cullen Murray is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Annapolis, MD, with 32 years of industry experience. Cullen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
1 Park Pl, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Customer Dispute
June 2002Other Business Activities
Cullen is involved with several non-profit organizations, including the Anne Arundel Community College Foundation and Friends of St Johns, and the Annapolis Yacht Club. Cullen also rents out his home for USNA graduation and serves as Power of Attorney for S M and D.E. M.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Danielle BurnessMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason ZwerlingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas PetersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Henry FilterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristin Hartman, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James HartmanMerrill Lynch, Pierce, Fenner & Smith Incorporated