Edward W. Murray

FAMILY INVESTMENT ADVISORY

Nashua, NH

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CRD#: 733021

Professional summary

Edward William Murray is a registered financial advisor currently at FAMILY INVESTMENT ADVISORY, LLC located in Nashua, New Hampshire.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Edward has worked at 10 firms and has passed the Series 63, Series 7 and Series 6 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.

ACSIA-INVESTMENT RELATED, 14 SWAN ST, EVERETT, MA 02149, LONG TERM CARE INSURANCE, LONG TERM CARE SPECIALIST SINCE 2008, APX 20% OF TIME A MONTH. THE AFFILIATION IS PRIMARILY USED TO ACCESS INFORMATION AND LICENSING TO BONAFIDE LTC PROVIDERS. LICENSED INSURANCE AGENT N MASSACHUSETTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward William 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

January 17, 2012 - Present

FAMILY INVESTMENT ADVISORY, LLC

RIA

CRD#: 160189

Nashua, NH

Past

August 24, 2009 - December 31, 2011

MIAI, INC.

RIA

CRD#: 111695

EVERETT, MA

Past

August 7, 2009 - December 31, 2011

MAPLEWOOD INVESTMENTS, INC.

CRD#: 103723

DALLAS, TX

Past

June 16, 2005 - August 12, 2009

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

EVERETT, MA

Past

April 21, 1999 - June 16, 2005

EASTERN POINT ADVISORS INC.

RIA

CRD#: 107123

EVERETT, MA

Past

March 26, 1998 - August 12, 2009

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

June 15, 1993 - November 20, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 15, 1993 - November 20, 1995

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

June 15, 1987 - May 25, 1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

June 15, 1981 - April 27, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

June 15, 1981 - April 27, 1993

EQUITABLE ADVISORS, LLC

CRD#: 6627

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

Massachusetts
(1/17/2012)

IAR

New Hampshire
(1/27/2022)

IAR

Texas
(2/17/2012)

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: 2/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/25/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/11/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FAMILY INVESTMENT ADVISORY, LLC

CRD#: 160189 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/17/2012 Approved)

New Hampshire

Registered Investment Advisory firm - (1/27/2022 Approved)

Texas

Registered Investment Advisory firm - (2/17/2012 Conditional Restricted)

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Contact information

Main Address

Nashua, NH

Mailing Address

Phone number

(617) 387-5020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 1,430,856

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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Firm Stability Insights

Edward W. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward William Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIAI, INC.

MAPLEWOOD INVESTMENTS, INC.

INVESTORS CAPITAL CORP.

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/21/1998

Series 7

Date: 3/25/1998

Series 6

Date: 6/11/1981

Current Firm

FAMILY INVESTMENT ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAMILY INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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