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William Stephen Murray

Fermata Advisors

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About William Stephen Murray

William Murray is a financial advisor who has been in the industry since 1996. William is a Certified Financial Planner and has experience in providing financial services for individuals and small businesses. William currently works at Fermata Advisors.

Firm Information

William Murray is currently registered with Fermata Advisors. Fermata Advisors is a registered investment advisor located in Sonoma, California. The firm has 9 licensed agents and 12 investment adviser representatives who manage a total of $973,846,526 in assets under management. They offer financial planning, portfolio management for individuals, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
Fermata Advisors

539 BROADWAY

SONOMA, CA 95476

$973.85M

Assets Under Management

Not reported

Total Clients

14

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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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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William Murray’s Registration & Firm History

CA

01/12/2023 - Present

Fermata Advisors (SONOMA CA)

CA

06/26/2017 - 12/31/2021

CETERA ADVISOR NETWORKS LLC (SONOMA CA)

CA

02/09/2015 - 07/24/2017

HBW SECURITIES LLC (SONOMA CA)

NY

07/12/2013 - 10/02/2013

PARK AVENUE SECURITIES LLC (NEW YORK NY)

CA

12/13/2010 - 08/02/2011

METLIFE SECURITIES INC. (SANTA ROSA CA)

TX

06/23/2006 - 01/06/2011

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

CA

03/21/2006 - 07/07/2006

1717 CAPITAL MANAGEMENT COMPANY (PETALUMA CA)

TX

01/13/2005 - 03/20/2006

VERITRUST FINANCIAL, LLC (AUSTIN TX)

NE

08/23/2000 - 01/21/2003

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

IA

10/14/1996 - 09/13/1999

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 10/23/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Stephen Murray.
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