Paul D Murray

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/1984 → Present
  Cystic Fibrosis Research Foundation
  Natick, MA
• 04/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2011 → Present
  Bank Of America,N.A.
  Boston, MA

Other Businesses

I*66551 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental property Investment related: N Address of business: Arlington, Massachusetts 02474 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 9/1/2013 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Rental Property - two family I*32313 FOR-PROFIT ORGANIZATION, PAUL D. MURRAY JR.'S TWO FAMILY RENTAL PROPERTY INVESTMENT RELATED: N, ADDRESS OF BUSINESS: ARLINGTON, MASSACHUSETTS 02474 NATURE OF BUSINESS: OTHER,RENTAL, LIMITED PARTNER, START DATE 34335, HOURS: 20 HOUR(S) MONTHLY, HOURS DURING TRADING HOURS: 10, DUTIES: OWNER I*76265 FOR-PROFIT ORGANIZATION, M & M REAL ESTATE MANAGEMENT COMPANY, INVESTMENT RELATED: N, ADDRESS OF BUSINESS: WINCHESTER, MASSACHUSETTS 01890, NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: START DATE: 10/17/2014, HOURS: 1 HOUR(S) MONTHLY, HOURS DURING TRADING HOURS: 0, DUTIES: COMPANY TO BE OWNED 51% BY MY WIFE AND THE REST TO ME,.. FOR THE PURPOSE OF PROPER USE OF TAX LAWS FOR ALL THE MANAGMENT WORK ON THE EXISTING 2 FAMILIES PROPERTIES ALREADY LISTED ON AIM, AND ANY FUTURE RENTAL PROPERTY ACQUIRED. I*81728 For profit or not for profit: For-Profit Organization Name of outside business organization: MadMax 41 Fordham realty Investment related: N Address of business: Arlington, Massachusetts 02474 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 6/1/2015 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: 2 family rental property I*81730 For profit or not for profit: For-Profit Organization Name of outside business organization: M & M Fordham 36 Investment related: N Address of business: Winchester, Massachusetts 01890 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 6/1/2015 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: holdign co. LLC for two family on 36-38 fordham st arlignton that my wife mananges with 51% owenership vs my 49% (and was jsut pruchased) I*2448 For profit or not for profit: Paul D. Murray Jr.'s two family rental property Investment related: Address of business: Massachusetts 02474 Nature of business: ,Position, title, association: , Start date: 12:00:00 AM hours: 10 hour(s) , hours during trading hours: 10, Duties: I*2449 For profit or not for profit: Madmax 164 Realty, Investment related: Address of business: 164-166 Arlington, Massachusetts 02474, Nature of business: ,Position, title, association: , Start date: 1/1/1994, hours: 2 hour(s) , hours during trading hours: 0, Duties: I*7803 For profit or not for profit: Paul & K Murray 4 family, Investment related: Address of business: Medford, Massachusetts 02155, Nature of business: , Position, title, association: , Start date: 4/1/2019, hours: 1 hour(s) , hours during trading hours: 0, Duties: I*2450 For profit or not for profit: Name of outside business organization: MadMax143 Realty Investment related: Address of business: Arlington, Massachusetts 02474 Nature of business: , Position, title, association: , Start date of relationship: 12:00:00 AM Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 Duties: I*2133300, Entity Type: Fiduciary, Name of OBA: MLPF& S CUST FPO LM SEP FBO LM , Address: Winchester, Massachusetts, 01890, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/27/2024, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-27
• S63 Uniform Securities Agent State Law Examination
  1992-09-11

Other Names

• Paul David Murray
• Paul G Murray