Ian David Murray
Advisor at Mariner Independent — Ramsey, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Ramsey, NJ 07446
Mariner Independent
Multi-team
Ian Murray is a financial advisor with Mariner Independent holding a Series 66 designation and five years of industry experience. He previously worked at Ameriprise from 2019 to 2022 and currently provides investment advisory services through Mariner Platform Solutions and SideBar Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement consulting, and access to a broad range of investment tools, supported by affiliated trust and institutional pension consulting services.
Based on Mariner Independent
Based on Mariner Independent
Financial planning and consulting fees may be charged as flat fees depending on services provided.
$0+: Up to 2.50% per annum, negotiable depending on client circumstances and services $10,000 - $25,000: AssetMark Platform for Mutual Fund accounts minimum $25,000 - $1,000,000: AssetMark Platform for Privately Managed and Unified Managed Accounts minimum $125,000+: Minimum for laddered bond fixed income strategy
Certain advisory personnel may receive commissions from insurance product sales; brokerage commissions may apply when clients purchase brokerage products separately.
Hourly rates applicable for certain consulting and financial planning services as negotiated.
Account minimum: $100,000 Minimum fee: Minimum fees may apply as set forth in client agreements, amount not explicitly specified. Fee-only: Financial planning and consulting fees billed on fixed fee basis, hourly basis, or percentage of assets; fees vary by service level.
Ramsey, NJ
500 Franklin Turnpike
Ramsey NJ 07446
Advisors at this office
2
New Jersey
5 years of industry experience
SideBar Advisors
2022 - Present • 4 years
Ramsey, NJ
Mariner Platform Solutions
2022 - Present • 4 years
Ramsey, NJ
Ameriprise
2019 - 2022 • 3 years
Cedar Knolls, NJ
Unemployed
2019 - 2019 • 1 year
Newton, NJ
Full Time Student - Bloomsburg University of PA
2018 - 2019 • 1 year
Bloomsburg, PA
Tognetti Property Maintenance
2018 - 2018 • 1 year
Newton, NJ
Full Time Student - Bloomsburg University of PA
2017 - 2018 • 1 year
Bloomsburg, PA
Tognetti Property Maintenance
2017 - 2017 • 1 year
Newton, NJ
Full Time Student - Bloomsburg University of PA
2016 - 2017 • 1 year
Bloomsburg, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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