Cullen Barclay 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

• 07/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
• 11/2009 → Present
  Bank Of America, N.A.
  Annapolis, MD

Other Businesses

I*81202For profit or not for profit: Non-Profit OrganizationName of outside business organization: Friends of St JohnsInvestment related: NAddress of business: Annapolis, Maryland 21401Nature of business: Corporation,Position, title, association: DirectorStart date of relationship: 5/17/2015Number of hours devoted: 20 hours AnnuallyNumber of hours devoted during trading hours: 0Duties: Board position. Raises funds to support scholarships and build community awareness of collegeI*32259For profit or not for profit: For-Profit OrganizationName of outside business organization: Renting my home for USNA graduationInvestment related: NAddress of business:Annapolis, Maryland 21401Nature of business: Other, renting my house for 1 week for naval academy gradPosition, title, association: Owner, Start date of relationship: 5/25/2010Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: OtherI*129445For profit or not for profit: Non-Profit OrganizationName of outside business organization: Annapolis Yacht ClubInvestment related: NoAddress of business: Annapolis, Maryland 21401Nature of business: Charitable OrganizationPosition, title, association: Committee Member, Start date of relationship: 3/1/2020Number of hours devoted: 4 hours AnnuallyNumber of hours devoted during trading hours: 0Duties: Audit CommitteeI*2115282, Entity Type: Fiduciary, Name of OBA: S M and D.E. M, Address: Annapolis, Maryland, 21409, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Dec-2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*5411268 Entity Type: Entity Charitable Name of OBA: Anne Arundel Community College Foundation Address: Arnold, Maryland, 21012 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 08/18/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Assist in broadcasting opportunities the college has to offer and raise philanthropic funds to support college and scholarships for students Assist in broadcasting opportunities the college has to offer and raise philanthropic funds to support college and scholarships for students

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-08
• S63 Uniform Securities Agent State Law Examination
  1994-01-25

Other Names

• Cullen B Murray