Chad Murray, financial advisor Denver CO

Chad Murray

CRD Number: 6550909
Current Firm: Private Capital Management, LLC

Chad Murray (CRD# 6550909) is an Investment Advisor Representative working at Private Capital Management, LLC in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Private Capital Management, LLC Denver, CO Sep 2021 - Current < 1
Unemployed Brighton, CO Jan 2021 - Sep 2021 < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jan 2021 2
Fidelity Brokerage Services LLC Greenwood Village, CO Jun 2017 - Jan 2021 3
Us Bank Corp Lone Tree, CO May 2017 - Jun 2017 < 1
Key Investment Services Federal Heights, CO Aug 2015 - Mar 2017 1
Key Bank Federal Heights, CO Jun 2014 - Mar 2017 2
Baker Hughes Brighton, CO Jun 2012 - May 2014 1
Wells Fargo Bank Centennial, CO Jun 2004 - Jun 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Chad B. Murray
Phone Number: 303-370-0055
Firm Website:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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