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Morgan Murray

Morgan Murray

ABRI LLC
Lexington, KY 40507
Some features on this profile are disabled
CRD#: 7349506
Morgan Murray

Professional summary

Morgan Murray, who also goes by Morgan Elizabeth Crutchfield, Morgan Elizabeth Murray, Morgan Elizabeth Watkins, is a registered financial advisor currently at ABRI LLC located in Lexington, Kentucky.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Morgan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Morgan Elizabeth Crutchfield | Morgan Elizabeth Murray | Morgan Elizabeth Watkins

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 Morgan 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

August 2, 2024 - Present

ABRI LLC

Office #1: 333 E Short St. #210, Lexington, KY 40507
RIA
CRD#: 314832
Lexington, KY
Past

May 17, 2021 - August 5, 2024

EDWARD JONES

RIA
CRD#: 250
NICHOLASVILLE, KY
Past

April 24, 2021 - August 5, 2024

EDWARD JONES

BD
CRD#: 250
NICHOLASVILLE, KY

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
Kentucky
(8/2/2024)
IAR
Wisconsin
(2/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/24/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/30/2021
Securities Industry Essentials Examination

Current Firm

AL
ABRI LLC
ABRI FI, LLC | ABRI, LLC | ABRI WEALTH MANAGEMENT | ABRI LLC

CRD#: 314832 / SEC#: 801-135476

California
Registered Investment Advisory firm - (2/14/2022 Approved)
Illinois
Registered Investment Advisory firm - (8/5/2021 Approved)
Indiana
Registered Investment Advisory firm - (8/30/2021 Approved)
Kentucky
Registered Investment Advisory firm - (1/31/2023 Approved)
Michigan
Registered Investment Advisory firm - (8/11/2021 Approved)
Ohio
Registered Investment Advisory firm - (3/1/2022 Approved)
Texas
Registered Investment Advisory firm - (11/9/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (12/10/2021 Approved)
Wisconsin
Registered Investment Advisory firm - (2/12/2025 Approved)
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Contact information

Main Address
333 E Short St. #210, Lexington, KY 40507
Mailing Address
Phone number
(859) 636-6140
Established
Firm type
Fiscal year end
# of Employees
8

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (2/2/2026)

Regulatory assets under management

Total Number of Accounts991
AUM (Assets Under Management)$ 114,386,423

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.

Company Information

ABRI LLC

CRD#: 314832Lexington, KY 40507

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Contact information

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