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Christopher Murray

18 Years of Experience
Monterey, CA
Broker

Christopher Murray is a registered investment advisor at Hilltop Securities INC., based in Monterey, CA, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
180 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.

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Location

24560 Silver Cloud Ct., Suite 201, Monterey, CA, 93940-6555

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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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Other Business Activities

Christopher owns R62 Enterprises, a lifestyle apparel and gear company, since 2018. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Hilltop Securities INC.Broker
October 2018 - Present · 7 yrs 7 mos
Hilltop Securities INC.
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Hilltop Securities Independent Network INC.Broker
September 2017 - October 2018 · 1 yr 1 mo
Hilltop Securities Independent Network INC.
September 2017 - October 2018 · 1 yr 1 mo
Edward JonesBroker
June 2013 - September 2017 · 4 yrs 3 mos
Edward Jones
June 2013 - September 2017 · 4 yrs 3 mos
Sws Financial Services, INC.
August 2010 - March 2012 · 1 yr 7 mos
Sws Financial Services, INC.Broker
August 2010 - March 2012 · 1 yr 7 mos
Southwest Securities, INC.
December 2008 - September 2010 · 1 yr 9 mos
Southwest Securities, INC.Broker
December 2008 - September 2010 · 1 yr 9 mos
M.L. Stern & CO., LLC.Broker
October 2006 - December 2008 · 2 yrs 2 mos
State Registrations35 states
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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.
Christopher Murray - Financial Advisor | TrueAdvisor