Patrick Murray
Financial advisor at Merrill
Based in Paramus, New Jersey, Patrick Murray is a fiduciary financial advisor with 34 years of industry experience. Patrick joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Patrick holds the CFP® designation.
One of 739 advisors with offices in Paramus, and one of 666 fiduciaries.
At a glance
Services through Merrill
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowMerrillCurrent firm
Contact Patrick
(800) 637-7455Firm headquarters in New York, NY. Ask for Patrick. 115 W Century RdParamus, NJ 07652Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Patrick
How do I contact Patrick?
Call Merrill at (800) 637-7455 and ask for Patrick Murray. Patrick works from the Paramus, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1992, about 34 years. Top 9% by experience at Merrill.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.