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Paul Thomas Murray

PTM WEALTH MANAGEMENT, LLC·NORTH WALES, Pennsylvania
SIE, Series 7, Series 31, Series 66ChFCClean record21 years registeredPTM WEALTH MANAGEMENT, LLC
1501 LOWER STATE ROAD, NORTH WALES, PA 19454CRD# 4310990Firm CRD# 308944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Thomas Murray · NORTH WALES, PA
Registration
CRD #4310990 · PTM WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

PTM WEALTH MANAGEMENT, LLC
May 2020 – present
KESTRA ADVISORY SERVICES, LLC
Apr 2016 – Jun 2020
CHALFONT, PA
NFP ADVISOR SERVICES, LLC
Apr 2015 – Sep 2016
North Wales, PA
PRIVATE ADVISOR GROUP, LLC
Sep 2011 – May 2015
CHALFANT, PA
WELLS FARGO ADVISORS, LLC
Oct 2004 – Sep 2011
HORSHAM, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · October 7, 2004
Years registered · 21
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PTM WEALTH MANAGEMENT, LLC
CRD 308944 · SEC 801-129819
AUM
$124M
Regulatory assets under management
Employees
6
421 client accounts
Services offered by PTM WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PTM WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Paul Thomas Murray offer?
Paul Thomas Murray specializes in Financial Planning, Investment Management. Contact their office in NORTH WALES, Pennsylvania for a consultation.
What are Paul Thomas Murray's credentials?
Paul Thomas Murray holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Paul Thomas Murray located?
Paul Thomas Murray is based in NORTH WALES, Pennsylvania, working with PTM WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH WALES metropolitan area and surrounding communities.
How does Paul Thomas Murray charge for services?
Paul Thomas Murray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PTM WEALTH MANAGEMENT, LLC?
PTM WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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