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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert G. Murray is a financial advisor with B. Riley Wealth Advisors, Inc. He has been working in the financial industry since 1970. Robert has a background in providing financial planning and portfolio management for both individuals and businesses. Robert is registered with the state of Massachusetts and has passed several industry exams including the Series 1, 24, and 63. Robert is also a Master Tax Advisor and Enrolled Agent, providing tax return preparation services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/20/2023 - Present
B. Riley Wealth Advisors, Inc. (Boston MA)
MA
01/14/2008 - 04/22/2013
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
02/12/2004 - 12/31/2005
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/09/2001 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
09/08/1999 - 10/09/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
FL
02/06/1989 - 08/24/1999
BREWSTER SECURITIES INC. (BELLEAIRE BEACH FL)
MA
07/09/1979 - 01/25/1989
FFMC SECURITIES, INC. (BOSTON MA)
NA
02/24/1970 - 01/20/1980
FAMILY FUNDING SECURITY CORPORATION
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/17/1970
Series 1 - Registered Representative Examination
Active
Inactive
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