Terrance Charles Murray

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → 06/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Berkeley, CA
• 09/2009 → 06/2019
  Bank Of America,Na
  Walnut Creek, CA
• 06/2019 → Present
  Sanctuary Securities, Inc.
  Walnut Creek, CA
• 06/2019 → Present
  Sanctuary Advisors Llc
  Walnut Creek, CA

Previous Registrations

• 2001-11-05 → 2019-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Berkeley, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Oakland, CA

Other Businesses

For profit or not for profit: For-Profit Organization Name of outside business organization: Terrance C. Murray, Inc. Investment related: Y Address of business: Silver Springs Ct., California 95945 Nature of business: S-Corp, Position, title, association: Officer, Start date of relationship: 5/6/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Passive investor in one condo unit. Name of business: Northwest Advantage, Inc. Address of the business: 6114 La Salle Ave. #437, Oakland CA. Nature of the business: S-Corp. Supercut Franchises operated in Seattle area. Your position, title, or relationship with the business: Shareholder Is the business investment-related: No Approximate number of hours/month you devote to the other business: Number of hours you devote to the other business during securities trading hours: 0 Start date of your relationship: June 2010 Name of business: MSC Investors Address of the business: 1050 Crestline Circle, El Dorado Hills CA. Nature of the business: Limited Partnership. Supercut Franchises operated in Sacramento area. Your position, title, or relationship with the business: Limited Partner Is the business investment-related: No Approximate number of hours/month you devote to the other business: Number of hours you devote to the other business during securities trading hours: 0 Start date of your relationship: June 2010 Name of business: Evergreen Advantage, LTD. Address of the business: 6114 La Salle Ave. #437, Oakland CA. Nature of the business: Limited Partnership. Supercut Franchises operated in Seattle area. Your position, title, or relationship with the business: Limited Partner Is the business investment-related: No Approximate number of hours/month you devote to the other business: Number of hours you devote to the other business during securities trading hours: 0 Start date of your relationship: June 2010 Name: FINRA Position: FINRA arbitrators are not employees of FINRA. Any fees paid by FINRA to an arbitrator are report on a Form 1099.Nature: I have been approved to be a FINRA arbitrator. I have completed the required training. I have not yet been selected as an arbitrator. I understand that before I accept any position as an arbitrator I will need to be certain that there are no conflicts of interest. Investment Related: No Hours: 10 Securities Trading Hours: 4 Start Date: 04/12/2023 Address: 200 Liberty Street, 11th Floor, New York NY 10281, United States Description: Serve as an arbitrator, either as an individual or part of a panel of three arbitrators, for disputes that fall within the jurisdiction of FINRA's dispute resolution process.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-01

Designations

• Certified Financial Planner