Colin Murray, financial advisor Cranston RI

Colin Murray

CRD Number: 5511350
Current Firm: Gwn Securities Inc.

Colin Murray (CRD# 5511350) is an Investment Advisor Representative working at Gwn Securities Inc. in Cranston, RI and has over 15 years of experience in the finance industry. Colin Murray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Aug 2019 - Current 4
Nationwide Financial West Warwick, RI Sep 2017 - Current 6
Nationwide Securities LLC Columbus, OH Sep 2017 - Aug 2019 1
Santander Securities LLC San Juan, PR Jan 2017 - Sep 2017 < 1
Santander Bank Na Warwick, RI Jan 2017 - Aug 2017 < 1
Cco Investment Services Corp S Attleboro, MA Jul 2012 - Dec 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Colin D. Murray
Phone Number: 561-472-2700
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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