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Kevin Patrick Murray

Investment Adviser Representative at ONE DAY IN JULY LLC

Burlington, VTCRD #7511981Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Patrick Murray is an investment adviser representative with ONE DAY in JULY LLC in Burlington, VT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Vermont.

Office

77 College St. #3a
Burlington, VT 05401

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Vermont

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/30/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ONE DAY IN JULY LLCCurrent
11/4/2025 – Burlington, VT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. One Day In July LLC
    Sep 2025 – no end date reportedBurlington, VT
  2. Unemployed
    Jan 2025 – Aug 2025N/a, XX
  3. F.W. Olin Graduate School of Business
    Aug 2023 – Dec 2024Babson Park, MA
  4. Unemployed
    May 2023 – Jul 2023N/a, XX
  5. Clute Wealth Management
    Feb 2022 – Apr 2023Plattsburgh, NY
  6. Unemployed
    Sep 2021 – Jan 2022N/a, XX
  7. St. Lawrence University
    Aug 2017 – Aug 2021Canton, NY
  8. Market 32
    Jun 2020 – Jul 2020Plattsburgh, NY
  9. Seton Catholic Central
    Oct 2015 – Jun 2017Plattsburgh, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ONE DAY IN JULY LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$60,000 (waivable)
Firm's annual rate schedule by assets
  • First tier0.75%
  • Second tier0.50%
  • Third tier0.25%
  • Fourth tier0.13%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
5
Main office:
Burlington, VT
SEC file number:
801-113839

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at ONE DAY IN JULY LLC

12 other advisors in the directory

View ONE DAY IN JULY LLC firm profile

Similar advisors in Burlington, VT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Patrick Murray has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kevin Patrick Murray (ONE DAY IN JULY) - Fees & Credentials