Ian Murray
Advisor at Mariner Independent
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.
Advisor at Mariner Independent
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.
Location
Ramsey, NJ 07446
Credentials
Series 66
Industry experience
5 years
Ian Murray is a Series 66-licensed financial advisor with five years of industry experience. He is currently affiliated with Mariner Independent and also serves as a Planning Associate at SideBar Advisors. His prior experience includes a three-year tenure at Ameriprise. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and discretionary management through an integrated platform supported by affiliated institutional resources and third-party relationships.
Based on Mariner Independent
Based on Mariner Independent
Financial planning and consulting services may be billed as fixed fees; amounts vary.
Up to 2.50% per annum, negotiable depending on client circumstances
Certain advisory personnel licensed insurance agents receive commissions for insurance product sales.
Financial planning and consulting services may be billed hourly; amounts vary.
Account minimum: $100,000 Minimum fee: May apply as set forth in client Agreement, amounts not specified. Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate, or percentage of assets, depending on service level and professional.
500 Franklin Turnpike
Ramsey, NJ 07446
New Jersey
SideBar Advisors
2022 - Present (4 years)
Mariner Platform Solutions
2022 - Present (4 years)
Ameriprise
2019 - 2022 (3 years)
Unemployed
2019 - 2019 (1 year)
Full Time Student - Bloomsburg University of PA
2018 - 2019 (1 year)
Tognetti Property Maintenance
2018 - 2018 (1 year)
Full Time Student - Bloomsburg University of PA
2017 - 2018 (1 year)
Tognetti Property Maintenance
2017 - 2017 (1 year)
Full Time Student - Bloomsburg University of PA
2016 - 2017 (1 year)
Sports and Swim Camp
2016 - 2016 (1 year)
Full Time Student - Bloomsburg University of PA
2015 - 2016 (1 year)
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")