Colin
Murray

Newedge Advisors

CRD#6956551
Investment Advisor
in Milldale, CT

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About this Advisor

Colin Murray is a financial advisor based in Milldale, Connecticut, working with Newedge Advisors. Colin has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Enfield Public Schools, Billings Forge Community Works, Self-Employed Billing Forge Community Works, The Gilbert School, Securities America Inc, Nesso Wealth, Cwm, LLC, Newedge Securities, and Newedge Advisors. Colin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Colin is part of Newedge Advisors, which operates out of Milldale, Connecticut. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

409 Canal Street
Milldale, CT 06467

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Newedge Advisors Brokerage Details

Total Assets Under Management

$18,432,430,824

CT Average: $486,181,852
Total Number of Employees

570

CT Average: 13
Total Number of Accounts

62,249

CT Average: 722
Average Account Size

$296,108

CT Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Colin Murray Work History

2024 - Present (0 year)

Newedge Securities

2024 - Present (0 year)

Newedge Advisors

2022 - 2023 (1 year)

Nesso Wealth

2022 - 2023 (1 year)

Cwm, LLC

2021 - 2022 (1 year)

Nesso Wealth

2020 - 2021 (1 year)

Securities America Inc

2018 - 2020 (2 years)

Nylife Securities LLC

2018 - 2020 (2 years)

New York Life Insurance Company

2016 - 2018 (2 years)

Enfield Public Schools

2016 - 2016 (< 1 year)

Billings Forge Community Works

2015 - 2015 (< 1 year)

Self-Employed Billing Forge Community Works

2014 - 2015 (1 year)

The Gilbert School

Disclosures

Please visit the SEC profile of Colin Murray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newedge Advisors

William Thompson
Lake Charles, LA
Steven Levin
Marina Del Ray, CA
George Sins
New Orleans, LA
Lauren Williams
Rancho Cordova, CA
Matthew Duplechain
New Orleans, LA
Kody Followwill
New Orleans, LA
Maxwell Sprigg
New Orleans, LA
Gerald Goss
New Orleans, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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