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Ashley Elizabeth Murray

Balanced Rock Investment Advisors

Roslindale, MA

CRD 6428807

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Employer firm

Balanced Rock Investment Advisors CRD 157424

$193M regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Balanced Rock Investment Advisors

4238 Washington Street Suite 311, Roslindale, MA 02131 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-08-24
MA RA APPROVED 2026-08-24
CA RA APPROVED 2026-05-14
NH RA APPROVED 2026-05-14
TX RA APPROVED 2026-05-14
  • LA RA
    APPROVED
    Since 2026-08-24
  • MA RA
    APPROVED
    Since 2026-08-24
  • CA RA
    APPROVED
    Since 2026-05-14
  • NH RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14

Branch Locations

4238 Washington Street Suite 311, Roslindale, MA 02131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 01/2015 12/2024
Unemployed Danvers MA 12/2024 05/2025
Balanced Rock Investment Advisors Roslindale MA 06/2025 Present
  • 01/2015 → 12/2024
    Valmark Securities, Inc.
    Akron, OH
  • 12/2024 → 05/2025
    Unemployed
    Danvers, MA
  • 06/2025 → Present
    Balanced Rock Investment Advisors
    Roslindale, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-14
S63 Uniform Securities Agent State Law Examination 2016-04-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-14
  • S63 Uniform Securities Agent State Law Examination
    2016-04-18

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GILBERT INVESTMENT MANAGEMENT

Nearby Investors

DANIEL MACLAY FLANNERY
Brian Paul Doherty
Laura Marie Daniels

Nearby Offices

EAGLE STRATEGIES LLC · BOSTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BOSTON, MA
GILBERT INVESTMENT MANAGEMENT · BOSTON, MA

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