MM
Michael C. Murray
PERSIUM ADVISORS
ATLANTA, GA 30328
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CRD#: 5709922
MM
Professional summary
Michael Clayton Murray, CFP® is a registered financial advisor currently at PERSIUM ADVISORS, LLC located in Atlanta, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 1 firm .
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.
1. PARTNER OF NAVIX HOLDINGS, LLC WHICH DEVELOPS EXIT PLANNING TOOLS THAT ARE LEASED TO PERSIUM CONSULTING, LLC. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. 2014. MR. MURRAY DEVOTES LESS THAN 20 HRS/MONTH, ALL DURING TRADING HOURS. NON-INVESTMENT RELATED. 2. PARTNER OF PERSIUM CONSULTING, LLC. PERSIUM CONSULTING, LLC PROVIDES BUSINESS EXIT PLANNING CONSULTING SERVICES. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. 2014. MR. MURRAY DEVOTES MORE THAN 100 HRS/MONTH TO PERSIUM CONSULTING, LLC, ALL DURING TRADING HOURS. NON-INVESTMENT RELATED. 3. COMMITTEE MEMBER OF PERSIUM FIDUCIARY SERVICES, LLC, WHICH PROVIDES CO-TRUSTEE SERVICES AND IS WHOLLY OWNED BY PERSIUM GROUP, LLC. LOCATED AT 2100 RIVEREDGE PARKWAY, SUITE 1230, ATLANTA, GA 30328. 2024. MR. MURRAY DEVOTES LESS THAN 5 HRS/MONTH TO PERSIUM FIDUCIARY SERVICES, LLC, ALL DURING TRADING HOURS. INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Clayton 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®
Start date: 2008
Experience
Current
June 30, 2010 - Present
PERSIUM ADVISORS, LLC
Office #1: 2100 Riveredge Parkway Suite 760, Atlanta, GA 30328RIA
CRD#: 128335
ATLANTA, GA
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".
PA
PERSIUM ADVISORS, LLC
MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC
CRD#: 128335 / SEC#: 801-71127
RIA
Registered Investment Advisory firm - (3/9/2010 Approved)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
Georgia(6/30/2010)
Exams
Current Firm
PA
PERSIUM ADVISORS, LLC
MADISON SERVICE & CONSULTATION, LLC | WHITE HORSE ADVISORS, LLC | RESOURCES FOR RETIREMENT, INC. | PERSIUM ADVISORS, LLC
CRD#: 128335 / SEC#: 801-71127
RIA
Registered Investment Advisory firm - (3/9/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328
Mailing Address
Phone number
(678) 322-3000
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 421 |
| AUM (Assets Under Management) | $ 456,271,837 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/16/2025 | ||
| 08/06/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
