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MM

Madelyn Rose Murray

WOMACK FINANCIAL
DALLAS, TX
·CRD# 8060413·1 year experience

Professional Summary

Madelyn Rose Murray, who also goes by Maddie Rose Murray, is a registered financial advisor currently at WOMACK FINANCIAL LLC located in Dallas, Texas. Madelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Madelyn has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Maddie Rose Murray

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

WOMACK FINANCIAL LLC·CRD# 174873
RIA
9850 N. Central Expy Suite 230, Dallas, TX 75231
March 5, 2026 - Present
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC·CRD# 115754
RIA
Syracuse, NY
March 20, 2025 - August 12, 2025

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Current Firm

WF
WOMACK FINANCIAL LLC

WOMACK FINANCIAL LLC | WOMACK FINANCIAL, LLC

CRD#: 174873 / SEC#: 801-130892
RIA
Registered Investment Advisory firm - SEC (8/9/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (8/16/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

9850 N. Central Expy Suite 230, Dallas, TX 75231

Phone Number

(214) 843-0070

# of Employees

3

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WOMACK FINANCIAL FORM ADV PART 2A (5/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

556

AUM (Assets Under Management)

$164,669,645

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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.

ACR Health, not investment related, 627 W. Genesee St., Syracuse, NY, non-profit, community health resources, board of directors, start date January 2024, 4 hours per month, duties: Treasurer and assist in decision making.

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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".
WF
WOMACK FINANCIAL LLC

WOMACK FINANCIAL LLC | WOMACK FINANCIAL, LLC

CRD#: 174873 / SEC#: 801-130892
RIA
Registered Investment Advisory firm - SEC (8/9/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (8/16/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(3/5/2026)

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 Madelyn Rose Murray's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MM
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