Rhonda Z. Murray

MURRAY FINANCIAL ADVISORS LLC

NORTH CHELMSFORD, MA

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CRD#: 4224273

Professional summary

Rhonda Z. Murray, CFP® is a registered financial advisor currently at MURRAY FINANCIAL ADVISORS LLC located in North Chelmsford, Massachusetts.

Rhonda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Rhonda has worked at 2 firms and has passed the Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rhonda Z. 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 1, 2003 - Present

MURRAY FINANCIAL ADVISORS LLC

RIA

CRD#: 123830

NORTH CHELMSFORD, MA

Past

October 3, 2000 - October 11, 2002

GW & WADE ASSET MANAGEMENT COMPANY, LLC

CRD#: 25745

WELLESLEY, MA

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

Massachusetts
(1/1/2003)

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

IAR

Series 66

Date: 10/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/2/2000

General Securities Representative Examination

Current Firm

MURRAY FINANCIAL ADVISORS LLC

CRD#: 123830 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/1/2003 Approved)

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Contact information

Main Address

272 Middlesex Road, Tyngsboro, MA 01879

Mailing Address

Phone number

(978) 649-5677

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 50,400,000

Red Flags

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Rhonda Z. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rhonda Z. Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

MURRAY FINANCIAL ADVISORS LLC

GW & WADE ASSET MANAGEMENT COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2000

Series 7

Date: 10/2/2000

Current Firm

MURRAY FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MURRAY FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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