Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in New Haven
7yrs
Jack Murray
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office157 Church St, New Haven, CT 06510
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- Apr 2021 – Feb 2023Park Avenue Securities LLCPreviously
- Dec 2020 – Mar 2021Pruco Securities, Llc.Previously
Questions to ask Jack
Tailored to Jack’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Jack Murray. Jack works from the New Haven, CT office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jack hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jack for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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