Ryan Eugene Murray
CFP®Professional Summary
Ryan Eugene Murray, CFP®, who also goes by Ryan E Murray, is a registered financial advisor currently at ARGENTARII, LLC located in Cincinnati, Ohio and ARG PRIVATE WEALTH, LLC located in Cincinnati, Ohio. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan E Murray
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Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
ARGENTARII LEGACY PLANNING SERVICES | ARGENTARII, LLC | ARGENTARII PRIVATE CAPITAL
Contact Information
Main Address
3825 Edwards Road Ste 650, Cincinnati, OH 45209Phone Number
(513) 488-1600# of Employees
10SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
479AUM (Assets Under Management)
$431,869,342Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
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.
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Primary Firm SEC Registration
ARGENTARII LEGACY PLANNING SERVICES | ARGENTARII, LLC | ARGENTARII PRIVATE CAPITAL
State Registrations and Notice Filings
(7/22/2024)
(8/7/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Eugene Murray's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
