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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Joseph Murray is a financial advisor with over 13 years of experience in the financial services industry. Adam is currently registered with Morgan Stanley and is licensed to conduct business in 34 states. Previously, Adam worked at Bryant Park Capital, Inc. and is a licensed Series 7, 31, and 66 holder. Adam holds a SIE and is a registered investment advisor in Pennsylvania and Texas. He is also a licensed real estate professional. Adam specializes in providing financial planning, asset allocation advice, pension consulting, and educational seminars to individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/15/2020 - Present
Morgan Stanley (West Conshohocken PA)
PA
03/18/2010 - 03/28/2011
BRYANT PARK CAPITAL, INC. (RADNOR PA)
BOTH
Issued 05/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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