AM
CFP
AM
CFP

Alec J Murray

12 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
841 advisors
Number of Clients
36,839 clients
Average Client Portfolio
$29.4M average
Assets Under Management
$1083.1B
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Location

225 State Street, 6th Floor, Boston, MA, 02109

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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
Captrust
February 2025 - Present · 1 yr
Previous Registrations
Capfinancial Securities, LLC.Broker
February 2025 - February 2025 · 0 mos
Financial Foundations, INC.
March 2022 - February 2025 · 2 yrs 11 mos
Commonwealth Financial Network
June 2019 - February 2025 · 5 yrs 8 mos
Commonwealth Financial NetworkBroker
June 2019 - February 2025 · 5 yrs 8 mos
Edward Jones
August 2016 - April 2019 · 2 yrs 8 mos
Edward JonesBroker
August 2016 - April 2019 · 2 yrs 8 mos
J.P. Morgan Securities LLC
November 2014 - August 2016 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
November 2014 - August 2016 · 1 yr 9 mos
Edward Jones
February 2013 - November 2014 · 1 yr 9 mos
Edward JonesBroker
January 2013 - November 2014 · 1 yr 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.