Angus S. Murray

CASTLESTONE MANAGEMENT LLC

RIDGEWOOD, NJ 07450

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CRD#: 2340888

Professional summary

Angus Stewart Douglas Murray is a registered financial advisor currently at CASTLESTONE MANAGEMENT LLC located in Ridgewood, New Jersey and ASSET ALLOCATION & RESEARCH LLC located in Ridgewood, New Jersey.

Angus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Angus has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Director & CEO for Castlestone Management Inc. Director for one British Virgin Islands registered funds Director for one Cayman Islands registered Fund Director for Cupcake Partners (small family office) Director for Castlestone International Inc. Director for Crystal Ball Properties 27 PTY Ltd Director for Crystal Ball Properties 58 PTY Ltd Director for Nature Walks PTY Ltd

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angus Stewart Douglas Murray's CRS (Customer Relationship Summary).

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

Current

March 22, 2019 - Present

CASTLESTONE MANAGEMENT LLC

Office #1: 143 East Ridgewood Ave Box 510, Ridgewood, NJ 07450

RIA

CRD#: 170379

RIDGEWOOD, NJ

Current

February 14, 2020 - Present

ASSET ALLOCATION & RESEARCH LLC

RIA

CRD#: 307248

Ridgewood, NJ

Past

April 12, 2017 - December 31, 2018

ASSET ALLOCATION & RESEARCH LLC

RIA

CRD#: 286544

Mittagong, New South Wales, NSW,

Past

October 27, 2016 - December 31, 2018

CASTLESTONE MANAGEMENT LLC

RIA

CRD#: 170379

Mittagong, New South Wales,

Past

November 6, 1997 - April 3, 2000

MACQUARIE CAPITAL (USA) INC.

CRD#: 36368

NEW YORK, NY

Past

July 14, 1993 - July 5, 1996

NATWEST SECURITIES CORPORATION

CRD#: 18238

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/10/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/13/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/26/1999

General Securities Principal Examination

Current Firm

CASTLESTONE MANAGEMENT LLC

CASTLESTONE MANAGEMENT LLC | CASTLESTONE MANAGEMENT, LLC

CRD#: 170379 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/20/2019 Approved)

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Contact information

Main Address

143 East Ridgewood Ave Box 510, Ridgewood, NJ 07450

Mailing Address

C/o Client Services 2nd Flr, Nicola Jane House Southern Gate, Terminus Road, Chichester, PO19 8SE

Phone number

+1 (201) 546-6458

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 46,000,000

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.

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Angus S. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angus Stewart Douglas Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLESTONE MANAGEMENT LLC

ASSET ALLOCATION & RESEARCH LLC

ASSET ALLOCATION & RESEARCH LLC

CASTLESTONE MANAGEMENT LLC

MACQUARIE CAPITAL (USA) INC.

NATWEST SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/1998

Series 7

Date: 7/13/1993

Series 24

Date: 1/26/1999

Current Firm

CASTLESTONE MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CASTLESTONE MANAGEMENT LLC

TRUST BUT VERIFY

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