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Ryan Kidston Murray

Strategic Wealth Partners, Ltd.

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About Ryan Kidston Murray

Ryan Murray is a financial advisor with Strategic Wealth Partners, Ltd. Ryan is a registered investment advisor in Ohio. Ryan's previous experience includes working at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. Ryan is a Certified Financial Planner and holds the Series 63, 66, 7, and SIE licenses.

Firm Information

Ryan Murray is currently registered with Strategic Wealth Partners, Ltd.. Strategic Wealth Partners, Ltd. is an investment advisor based in Independence, OH with approximately $1.08 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. They serve high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Strategic Wealth Partners, Ltd.

5005 ROCKSIDE ROAD

INDEPENDENCE, OH 44131-6829

$1.08B

Assets Under Management

Not reported

Total Clients

18

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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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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percentage of assets

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

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Ryan Murray’s Registration & Firm History

OH

02/20/2024 - Present

Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)

OH

01/26/2022 - 01/08/2024

CHARLES SCHWAB & CO., INC. (Cincinnati OH)

OH

11/28/2018 - 12/20/2023

TD AMERITRADE, INC. (Cincinnati OH)

KY

06/16/2014 - 11/03/2018

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 10/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Kidston Murray.
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