Colin
Murray
Novem Group
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About this Advisor
Colin Murray is a financial advisor working in Rochester, New York. Murray currently works for Novem Group. Throughout their career, Murray has worked at Horizon Middle School, Kearney High School, Five Points Financial and University Of Nebraska At Kearney. Murray holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Nebraska. Novem Group is a financial advisory business operating out of Rochester, NY. The investment advisory business has offices in eight locations and a total of 57 advisors. It has $1 billion in assets across its 4,203 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 4,203 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on the type of services. Fees billed by Novem Group can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,072,749,714
57
4,203
$255,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Colin Murray Work History
Colin has been registered as a financial advisor for 0 years.*
Five Points Financial
University Of Nebraska At Kearney
Kearney High School
Horizon Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Novem Group
Rochester, NY
Niagara Falls, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Grand Island, NE
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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