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Ryan Murray

Advisor at Murray Strategic Investment LLC

Updated today

Location

Detroit, MI

Credentials

CFP®, Series 65

Industry experience

3 years

About

Ryan Murray is the principal of Murray Strategic Investment LLC in Detroit, MI, holding CFP® and Series 65 credentials with three years of industry experience. Prior to founding his firm in 2022, he worked at United Wholesale Mortgage, Northern Trust, and Raymond James. He also owns and operates Murray Mortgage Solutions, a mortgage brokerage firm. Murray Strategic Investment LLC is a state-registered investment adviser offering investment management, financial planning, employer retirement plan and IRA advisory, and project-based consulting services. The firm manages assets on a primarily non-discretionary basis, employing a Modern Portfolio Theory approach with a mix of passive funds and fundamental/technical analysis.

Client services

Based on Murray Strategic Investment LLC

Financial planning Portfolio management

Expertise

Based on Murray Strategic Investment LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting

Occupation focus

Based on Murray Strategic Investment LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial plan fee ranges from $1,000 to $3,000 (one-time fee)

Percentage

$0 - $100,000: $1,000 flat fee per year $100,001 - $200,000: 0.80% $200,001 - $500,000: 0.70% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.40%

Project-based

$150 per hour

Other

Minimum fee: $1000 flat fee per year for accounts with $0–$100,000 AUM

Location

Detroit, MI

Most active in

Michigan

Work history

Murray Strategic Investment LLC

2022 - Present (4 years)

Murray Mortgage Solutions

2022 - Present (4 years)

GoldSmith Financial L.L.C.

2022 - 2022 (1 year)

United Wholesale Mortgage

2021 - 2022 (1 year)

Lyft

2020 - 2021 (1 year)

Northern Trust

2019 - 2019 (1 year)

Northern Trust

2016 - 2019 (3 years)

Unemployed-Post College Graduation

2016 - 2016 (1 year)

Raymond James (Wilkes Corrigan Wealth Advisors)

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

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John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Frank C

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Detroit, MI

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Active portfolio management Options & derivatives strategies
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David U

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Berkley, MI

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ESG / Sustainable investing
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Grosse Pointe Shores, MI

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Income planning Debt management Options & derivatives strategies Tax-loss harvesting
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General retirement planning Income planning Tax-loss harvesting General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner
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