Colin Murray (CRD# 6956551) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 5 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Securities | Pittsburgh, PA | Jan 2024 - Current | < 1 |
| Newedge Advisors | New Orleans, LA | Jan 2024 - Current | < 1 |
| Nesso Wealth | Milldale, CT | Jul 2022 - Dec 2023 | 1 |
| Cwm, LLC | Omaha, NE | Jul 2022 - Dec 2023 | 1 |
| Nesso Wealth | Milldale, CT | Nov 2021 - Jul 2022 | < 1 |
| Securities America Inc. | Meriden, CT | Jun 2020 - Nov 2021 | 1 |
| Nylife Securities LLC | Windsor, CT | Sep 2018 - May 2020 | 1 |
| New York Life Insurance Company | Windsor, CT | May 2018 - May 2020 | 2 |
| Enfield Public Schools | Enfield, CT | Aug 2016 - Jul 2018 | 1 |
| Billings Forge Community Works | Hartford, CT | Jan 2016 - Aug 2016 | < 1 |
| Self-employed Billing Forge Community Works | Hartford, CT | May 2015 - Dec 2015 | < 1 |
| The Gilbert School | Winsted, CT | Aug 2014 - Jun 2015 | < 1 |
| Unemployed | Hartford, CT | May 2014 - Aug 2014 | < 1 |
| University Of St. Joseph | West Hartford, CT | Jan 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CT
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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