Michael McMurtrey, financial advisor Saint Louis MO

Michael McMurtrey

CRD Number: 1854815
Current Firm: Rbc Capital Markets, LLC

Michael McMurtrey (CRD# 1854815) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC St. Louis, MO Nov 2020 - Current 3
Wells Fargo Clearing Services, LLC Clayton, MO Nov 2016 - Nov 2020 4
Wells Fargo Advisors, LLC Clayton, MO Mar 2012 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Michael E. McMurtrey
Phone Number: 212-858-7000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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