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Michael Murray

26 Years of Experience
Marlton, NJ
Broker

Michael Murray is a registered investment advisor at TD Private Client Wealth LLC, based in Marlton, NJ, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

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Location

336 Route 70 West, 2nd Floor, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
TD Private Client Wealth LLC
June 2023 - Present · 3 yrs 1 mo
TD Private Client Wealth LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Horace Mann Investors, INC.
January 2022 - June 2023 · 1 yr 5 mos
Horace Mann Investors, INC.Broker
September 2021 - June 2023 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - July 2021 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - July 2021 · 2 yrs 3 mos
Foresters Advisory Services, LLC
June 2016 - April 2019 · 2 yrs 10 mos
Foresters Financial Services, INC.Broker
June 2016 - April 2019 · 2 yrs 10 mos
Blackrock Investment Management, LLC
September 2006 - March 2016 · 9 yrs 6 mos
Blackrock Investments, LLCBroker
September 2006 - March 2016 · 9 yrs 6 mos
Merrill Lynch Investment Managers LP
November 2005 - September 2006 · 10 mos
Fam Distributors, INC.Broker
July 2005 - September 2006 · 1 yr 2 mos
Tower Square Securities, INC.Broker
February 2002 - May 2005 · 3 yrs 3 mos
Citistreet Equities LLCBroker
August 1999 - January 2002 · 2 yrs 5 mos
Dean Witter Reynolds INC.Broker
December 1998 - September 1999 · 9 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Murray - Financial Advisor | TrueAdvisor