Michael Murray

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2016 → 03/2019
  Foresters Financial
  Edison, NJ
• 05/2016 → 03/2019
  Foresters Advisory Services
  Edison, NJ
• 04/2019 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2021 → 06/2023
  Horace Mann Investors Inc.
  Springfield, IL
• 09/2021 → 06/2023
  Horace Mann Companies
  Springfield, IL
• 06/2023 → Present
  Td Bank N.A.
  Marlton, NJ
• 06/2023 → Present
  Td Private Client Wealth Llc
  Marlton, NJ

Previous Registrations

• 2022-01-13 → 2023-06-16
  Horace Mann Investors, Inc.
  Cherry Hill, NJ
• 2019-04-22 → 2021-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
• 2016-06-21 → 2019-04-04
  Foresters Advisory Services, Llc
  Edison, NJ
• 2006-09-29 → 2016-03-02
  Blackrock Investment Management, Llc
  Plainsboro, NJ
  Princeton, NJ
• 2005-11-18 → 2006-09-29
  Merrill Lynch Investment Managers Lp
  Plainsboro, NJ

Exams

• S66 Uniform Combined State Law Examination
  2005-11-17
• S65 Uniform Investment Adviser Law Examination
  1998-12-15
• S63 Uniform Securities Agent State Law Examination
  1998-12-03

Other Names

• Michael Murray
• Michael J Murray
• Michael Joseph Murray