James P. Murray
STRATEGIC ADVISERS LLC | Financial Consultant
BOSTON, MA
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CRD#: 7071509
Professional summary
James Patrick Murray, CFP®, who also goes by James Murray, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Hingham, Massachusetts.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. James has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
As your Financial Consultant, I will help you put a plan in place that fits your short term, and long term goals. I am passionate about building strong relationships and supporting our customers through important life events.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Murray
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.
OBA-61557|OrgNmn:Rapid Goalie Academy|Org Addr:Attleboro,Massachuse,US|OBA Nature:Ice Hockey Goalie Coaching|Invst Rel:N|Title:Goalie Coach|Duties:Coach goalies in ice hockey|StrtDt:08-09-2021|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view James Patrick 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®
Education
Babson College
Bachelor of Business Administration - Finance
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 50 Derby St Ste 100, Hingham, MA 02043-3740RIA
CRD#: 104555
BOSTON, MA
Current
April 17, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 50 Derby St, Ste 100, Hingham, MA 02043-3740BD
CRD#: 7784
Hingham, MA
Past
June 24, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HINGHAM, MA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/21/2024)
RR
California(3/25/2023)
RR
Connecticut(1/3/2020)
RR
Florida(1/3/2020)
RR
Georgia(3/2/2024)
RR
Maine(1/3/2020)
RR
Massachusetts(5/16/2019)
IAR
Massachusetts(3/31/2025)
RR
Nevada(8/21/2024)
RR
New Hampshire(1/3/2020)
RR
New Jersey(3/25/2023)
RR
New York(2/12/2021)
RR
Ohio(4/11/2024)
RR
Pennsylvania(4/30/2024)
RR
Rhode Island(1/3/2020)
RR
Texas(5/19/2023)
IAR
Texas(3/31/2025)
RR
Vermont(1/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/17/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Boston, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
