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Ashley Elizabeth Murray

Investment adviser representative at Balanced Rock Investment Advisors
11 yearsExperience
5 statesRegistered in
$193.2MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Balanced Rock Investment AdvisorsJun 2025 to now
  2. UnemployedDec 2024 to May 2025
  3. Valmark Securities, Inc.Jan 2015 to Dec 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 5 states (CA, LA, MA, NH, TX).

Balanced Rock Investment Advisors

Legal name: Balanced Rock Investment Advisors LLC

$193.2MAssets managed
210Clients
5Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6428807
Firm CRD
157424
Advisor's SEC record (opens in a new tab)
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