Madelyn R. Murray

WOMACK FINANCIAL

DALLAS, TX 75231

CRD#: 8060413

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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

Aliases

Maddie Rose 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madelyn Rose Murray's CRS (Customer Relationship Summary).

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

March 5, 2026 - Present

WOMACK FINANCIAL LLC

Office #1: 9850 N. Central Expy Suite 230, Dallas, TX 75231

RIA

CRD#: 174873

DALLAS, TX

Past

March 20, 2025 - August 12, 2025

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 115754

SYRACUSE, NY

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".

WOMACK FINANCIAL LLC

WOMACK FINANCIAL LLC | WOMACK FINANCIAL, LLC

CRD#: 174873 / SEC#: 801-130892

RIA

Registered Investment Advisory firm - (8/9/2024 Approved)

Texas

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

Current Firm

WOMACK FINANCIAL LLC

WOMACK FINANCIAL LLC | WOMACK FINANCIAL, LLC

CRD#: 174873 / SEC#: 801-130892

RIA

Registered Investment Advisory firm - (8/9/2024 Approved)

Texas

Registered Investment Advisory firm - (8/16/2024 Terminated)

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Contact information

Main Address

4849 Greenville Ave. Suite 100-173, Dallas, TX 75206

Mailing Address

Phone number

(214) 843-0070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WOMACK FINANCIAL FORM ADV PART 2A (2/18/2025)

Regulatory assets under management

Total Number of Accounts	507
AUM (Assets Under Management)	$ 132,586,782

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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Madelyn R. Murray

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madelyn Rose Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOMACK FINANCIAL LLC

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

WOMACK FINANCIAL LLC

State Registrations and Notice Filings

Exams

Current Firm

WOMACK FINANCIAL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WOMACK FINANCIAL LLC

TRUST BUT VERIFY

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