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John Joseph Murray

Morgan Stanley

West Conshohocken, PA

Lewes, DE

CRD 1680857

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2021-05-14
TX RA APPROVED 2018-05-23
PA RA APPROVED 2018-05-14
  • DE RA
    APPROVED
    Since 2021-05-14
  • TX RA
    APPROVED
    Since 2018-05-23
  • PA RA
    APPROVED
    Since 2018-05-14

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Lewes, DE • 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
Dinosaur Financial Group, Llc New York NY 02/2016 05/2017
Morgan Stanley Smith Barney Llc West Conshohocken PA 05/2017 Present
  • 02/2016 → 05/2017
    Dinosaur Financial Group, Llc
    New York, NY
  • 05/2017 → Present
    Morgan Stanley Smith Barney Llc
    West Conshohocken, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-14
S63 Uniform Securities Agent State Law Examination 1995-07-11
  • S66 Uniform Combined State Law Examination
    2018-05-14
  • S63 Uniform Securities Agent State Law Examination
    1995-07-11
Other Names
  • John Murray
  • John Joseph Murray
  • John J Murray

View on SEC IAPD

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VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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