Robert Murray is a registered investment advisor, based in Purchase, NY, with 18 years of industry experience.
Location
2000 Westchester Avenue, Purchase, NY, 10577-2530
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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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Robert serves as a successor trustee for two trusts in Naples, Florida, since July 2021, handling estate administration. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley & CO. LLCBroker
January 2023 - Present · 3 yrs 4 mos
Morgan Stanley & CO. LLC
January 2023 - Present · 3 yrs 4 mos
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Morgan StanleyBroker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
December 2011 - October 2012 · 10 mos
Morgan Stanley
September 2010 - October 2012 · 2 yrs 1 mo
Morgan StanleyBroker
August 2010 - October 2012 · 2 yrs 2 mos
UBS Financial Services INC.
September 2007 - August 2010 · 2 yrs 11 mos
UBS Financial Services INC.Broker
July 2007 - August 2010 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
May 2006 - August 2006 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.