Unclaimed Profile

Valerie O Murray

BEACON INVESTMENT ADVISORY SERVICES, INC.·MORRISTOWN, New Jersey

Series 7, Series 65Clean record10 years registeredBEACON INVESTMENT ADVISORY SERVICES, INC.

163 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 5530002Firm CRD# 226547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Valerie O Murray · MORRISTOWN, NJ

Registration

CRD #5530002 · BEACON INVESTMENT ADVISORY SERVICES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON INVESTMENT ADVISORY SERVICES, INC.

BEACON TRUST

Feb 2016 – Mar 2026

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 10, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON INVESTMENT ADVISORY SERVICES, INC.

CRD 226547 · SEC 801-96256

AUM

$4.0B

Regulatory assets under management

Employees

2,833 client accounts

Services offered by BEACON INVESTMENT ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON INVESTMENT ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Valerie O Murray offer?

Valerie O Murray specializes in Financial Planning, Investment Management.

What are Valerie O Murray's credentials?

Valerie O Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie O Murray located?

Valerie O Murray is based in MORRISTOWN, New Jersey, last registered with BEACON INVESTMENT ADVISORY SERVICES, INC..

How does Valerie O Murray charge for services?

Valerie O Murray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON INVESTMENT ADVISORY SERVICES, INC.?

BEACON INVESTMENT ADVISORY SERVICES, INC. has approximately 45 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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