Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
26yrs
Based in Boston, Massachusetts, Robert Murray is a fiduciary financial advisor with 26 years of industry experience. Robert has been with B. Riley Wealth Advisors since 2023; before that, Robert spent 17 years at Taxbridge Financial Group. B. Riley Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Boston
Office155 Federal Street Suite 602, Boston, MA 02110
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,069
Advisors at the firm168
States licensed ?1 state
Services through B. Riley Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Career
- 2023 – nowB. Riley Wealth Advisors, Inc.Current firm
- 2006 – 2023Taxbridge Financial Group Inc.Previously
- Jan 2005 – Dec 2005Taxbridge Financial Group Inc.Previously
Contact Robert
(901) 251-1330Firm headquarters in Memphis, TN. Ask for Robert. 155 Federal Street Suite 602Boston, MA 02110Office · Get directions Firm websitewww.brileywealth.com
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Questions to ask Robert
Tailored to Robert’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?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Robert
How do I contact Robert?
Call B. Riley Wealth Advisors at (901) 251-1330 and ask for Robert Murray. Robert works from the Boston, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 26 years. Top 23% by experience in Boston.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
B. Riley Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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