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WM

William G. Mury

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CRD#: 1530432
WM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William G Mury, who also goes by Greg Mury, Wiliam G Mury, William G Mury, William Gregory Mury Mr., William Mury, William Gregory Mury, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1995. William had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Mury | Wiliam G Mury | William G Mury | William Gregory Mury Mr. | William Mury | William Gregory Mury

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 27, 2018 - June 12, 2019

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
WHARTON, NJ
Past

August 27, 2018 - June 12, 2019

SANTANDER SECURITIES LLC

BD
CRD#: 41791
WHARTON, NJ
Past

October 24, 2017 - May 24, 2018

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MORRISTOWN, NJ
Past

October 24, 2017 - May 24, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MORRISTOWN, NJ
Past

May 18, 2011 - February 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LINCOLN PARK, NJ
Past

May 10, 2011 - February 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LINCOLN PARK, NJ
Past

April 2, 2007 - July 15, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
RIDGEWOOD, NJ
Past

April 2, 2007 - July 15, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
RIDGEWOOD, NJ
Past

May 22, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
FAIRFIELD, NJ
Past

April 28, 1997 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
FAIRFIELD, NJ
Past

December 19, 1995 - July 24, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

September 19, 1995 - November 14, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SS
SANTANDER SECURITIES LLC
SANTANDER INVESTMENT SERVICES | SANTANDER SECURITIES LLC | SANTANDER SECURITIES CORPORATION OF PUERTO RICO | SANTANDER SECURITIES CORPORATION | SANTANDER SECURITIES

CRD#: 41791 / SEC#: 801-56796, 8-49571

RIA
Registered Investment Advisory firm - SEC (9/2/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/17/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 5/21/1997
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
SANTANDER SECURITIES LLC
SANTANDER INVESTMENT SERVICES | SANTANDER SECURITIES LLC | SANTANDER SECURITIES CORPORATION OF PUERTO RICO | SANTANDER SECURITIES CORPORATION | SANTANDER SECURITIES

CRD#: 41791 / SEC#: 801-56796, 8-49571

RIA
Registered Investment Advisory firm - SEC (9/2/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
75 State Street Mail Code: Ma-sst-inv3, Boston, MA 02109
Mailing Address
75 State Street Mail Code: Ma-sst-inv3, Boston, MA 02109
Phone number
(866) 736-6475
Established
Delaware since 01/03/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
440

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

SSLLC FMAX ADVISORY PROGRAM WRAP FEE BROCHURE 11.2025 (11/5/2025)

Direct owners and executive officers


NamePositionCRD#
SANTANDER CAPITAL HOLDINGS, LLCDIRECT OWNER
BOWLER, DANIEL PCHIEF FINANCIAL OFFICER5354805
CARTER, LAWRENCE ANDREWCHIEF COMPLIANCE OFFICER2113682
CYLC, JOHN ALLAN IINATIONAL BUSINESS DIRECTOR2917559
NEURATH, DUSTINDIRECTOR8044630
SCHMITZ, NICOLECHIEF OPERATIONS OFFICER2815862
SNYDER, JONATHAN ANDREWPRESIDENT & CEO6514215
VANNAH, JAMES DOUGLASSCHIEF LEGAL OFFICER & SECRETARY5679595
VILLANO, ALYSON NICOLEDIRECTOR7473984
WATSON, JONATHAN EDWARDDIRECTOR7631421

Regulatory assets under management


Total Number of Accounts10,401
AUM (Assets Under Management)$ 2,553,311,017

Disclosures


Regulatory Event12
Arbitration7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SANTANDER SECURITIES LLC

CRD#: 41791

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