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Advisors / New Jersey / Marlton
28yrs

Michael Murray

Financial advisor at TD Private Client Wealth

Michael Murray has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Marlton, New Jersey. After a year at Horace Mann Investors and two years at Merrill, Michael joined TD Private Client Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.

One of 392 advisors with offices in Marlton, and one of 353 fiduciaries.

Marlton, NJ 08053Top 11% by experience at TD Private Client WealthFiduciary advisor

At a glance

Experience28 years (since 1998)
How that compares ?Top 11% by experience at TD Private Client Wealth
Office336 Route 70 West 2nd Floor, Marlton, NJ 08053
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state

Services through TD Private Client Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Jan 2022 – Jun 2023
    Horace Mann Investors, Inc.Previously
  3. 2019 – 2021
    MerrillPreviously
  4. 2016 – 2019
    Foresters Advisory Services, LLCPreviously
  5. 2006 – 2016
  6. Nov 2005 – Sep 2006
    Merrill Lynch Investment Managers LPPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call TD Private Client Wealth at (877) 703-9896 and ask for Michael Murray. Michael works from the Marlton, NJ office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1998, about 28 years. Top 11% by experience at TD Private Client Wealth.

What licenses does Michael hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Michael 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.

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