John Murray (CRD# 4341104) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 22 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Colony Group, LLC | Boston, MA | Mar 2024 - Current | < 1 |
| G.w. & Wade, Inc. | Wellesley, MA | Mar 1999 - Mar 2024 | 25 |
| G.w. & Wade Asset Management Company, Inc. | Wellesley, MA | Jan 2001 - Dec 2023 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- MA
-
Total Assets Under Management21,473MILLIONS
-
Total Number of Accounts20,909ACCOUNTS
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Average Account Value$1,026,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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