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Matthew H Bennis

Investment adviser representative at ISC Financial Advisors
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
15 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 assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. ISC Financial AdvisorsJun 2017 to now
  2. UnemployedFeb 2016 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MN).

ISC Financial Advisors

Legal name: Murray Financial Group, LLC

$1.6BAssets managed
1,318Clients
14Advisers
15 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
6584574
Firm CRD
157626
Advisor's SEC record (opens in a new tab)
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