A complete list of active advisors currently associated with Murray Securities, Inc.

Warmer can help you find a great advisor at Murray Securities, Inc. or one who fits your needs even better.

Murray Securities provides discretionary portfolio management to individual retail clients, including both high net worth and non‑HNW investors, with portfolios invested primarily in stocks, corporate bonds, mutual funds and ETFs. The firm reports about $104 million in assets under management across 62 accounts and tailors strategies to objectives such as growth, growth with income, or income with growth. The firm combines fundamental and technical analysis to guide investment decisions, conducts monthly reviews of holdings, and implements portfolios on a discretionary basis while allowing clients to impose written restrictions. Transactions are executed through an affiliated broker‑dealer and cleared by Hilltop Holdings; for advisory accounts the firm states it does not charge commissions on trades and converts transferred mutual funds to no‑load share classes when applicable. A distinctive feature is the firm’s dual role as both a registered investment adviser and an affiliated broker‑dealer with dually registered representatives and shared employees—a structure the brochure acknowledges as a potential conflict that Murray Securities says it monitors. The firm also does not accept proxy‑voting authority for client securities and indicates it negotiates fee arrangements for very large or predominantly fixed‑income accounts, practices that differ from many peers.

To learn more about the advisors currently working at Murray Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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