Morgan Murray has been an investment adviser representative at Abri since August 2024, and is not listed among the firm’s executive officers or direct owners.
Abri LLC is a Lexington, KY firm with $114M under management, 271 clients and 8 advisers in one office, as of its August 2026 filing.
Morgan Murray is Advisor at ABRI. Murray specializes in working with retirees in transition and divorcees. Murray previously worked in marketing and non-profit management before becoming a Certified Financial Planner at ABRI.
Morgan Murray’s longest registration was 3 years at Edward Jones (2021–2024). Before joining Abri in 2024, Morgan Murray was registered through Edward Jones.
- Edward Jones– · 3 yearsNicholasville, KY · Adviser representative · Firm CRD 250
Professional designations
Listed by Abri
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Morgan Murray is registered as an investment adviser representative in 2 states. The first approvals date from August 2024; the most recent is Wisconsin, in February 2025.
- KentuckySince 2 August 2024
- WisconsinSince 12 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 May 2021 |
| Series 7TO | General Securities Representative Examination | 24 April 2021 |
| SIE | Securities Industry Essentials Examination | 30 March 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7349506
- Firm
- Abri · CRD 314832
- Office
- 333 E SHORT ST., #210, Lexington, KY 40507
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- abri.io
Where does Morgan Murray work?
Morgan Murray is an investment adviser representative registered through Abri LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Morgan Murray a financial advisor?
Yes. Morgan Murray has a current investment-adviser registration in Kentucky and Wisconsin, through Abri since August 2024.
How many years of experience does Morgan Murray have?
Morgan Murray has 5 years in the financial industry, since April 2021, across 2 adviser firms.
What exams has Morgan Murray passed?
Morgan Murray has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2021.
Where is Morgan Murray based?
Morgan Murray’s registered office is in Lexington, KY.
Is Morgan Murray registered with FINRA?
No. Morgan Murray has no current broker registration.
Is Morgan Murray a CFP?
Abri lists Morgan Murray with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Morgan Murray biography, abri.io
How can I verify Morgan Murray’s record?
Search CRD 7349506 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Murray’s full registration record.