Robert Joseph Murray
Investment adviser representative at Gladwyn Financial Advisors, Inc.
12 yearsExperience
3 statesRegistered in
$169MFirm assets
1 yearFirm 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
Experience
12 years in the industry.
- Gladwyn Financial Advisors, Inc.Mar 2024 to now
- Mission RealtyJul 2020 to Mar 2024
- Young LifeSep 2019 to Jun 2020
- Montgomery County Public SchoolsAug 2018 to Jun 2019
- Virginia TechAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
Gladwyn Financial Advisors, Inc.
$169MAssets managed
98Clients
2Advisers
1 yearIn 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
- 7992146
- Firm CRD
- 135544