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Michael Patrick Murray

Stifel Independent Advisors, LLC

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About Michael Patrick Murray

Michael Patrick Murray is a financial advisor at Stifel Independent Advisors, LLC. Michael has been in the financial services industry since 1996 and has a Series 7, Series 63, Series 52, Series 65, Series 8, Series 9, and Series 10 license. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and has a number of certifications including the SIE. Michael specializes in providing financial planning, portfolio management, and investment advice. Michael has worked at Stifel Independent Advisors, LLC since 2004. Before joining Stifel Independent Advisors, LLC, Michael worked for Stifel, Nicolaus & Company, Incorporated and H&R Block Financial Advisors, Inc. Michael is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals.

Firm Information

Michael Murray is currently registered with Stifel Independent Advisors, LLC. Stifel Independent Advisors, LLC is a Limited Liability Company formed in 2021. They are headquartered in St. Louis, Missouri and offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. They manage assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm has over 140 registered representatives and advisors and manages over $3.5 billion in assets.
Stifel Independent Advisors, LLC

501 N BROADWAY

ST LOUIS, MO 63102

$3.56B

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Murray’s Registration & Firm History

MO

01/14/2020 - Present

Stifel Independent Advisors, LLC (O'FALLON MO)

MO

11/16/2001 - 12/31/2003

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MI

02/12/1996 - 11/26/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 11/09/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/17/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/09/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Patrick Murray. Review regulatory record here.
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