RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Keith Lawrence Murray
- Business email
- kmurray@chapindavis.comreportedchapindavis.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Chapin Davis Asset Management independent RIA currentsince Nov 13, 2009 · Baltimore, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 21, 2005 to Nov 18, 2009 · Baltimore, Md
- UBS Financial Services Inc. wirehouseJan 1, 1999 to Feb 8, 2005 · Hunt Valley, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chapin Davis Asset Managementleft Nov 18, 2009, registered Nov 13, 2009 (-5 days) · Other
- UBS Financial Services Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Feb 8, 2005, registered Jan 21, 2005 (-18 days) · Wirehouse to wirehouse
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address