Colin
Murray

Novem Group

CRD#7374714
Investment Advisor
in Rochester, NY

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About this Advisor

Colin Murray is a financial advisor based in Rochester, New York, working with Novem Group. Colin has previously held positions at Horizon Middle School, Kearney High School, Five Points Financial, University Of Nebraska At Kearney, Novem Group, and American Portfolios Financial Services, Inc. Colin has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Colin is part of Novem Group, which operates out of Rochester, New York. The firm has 7 offices and 50 employees. The firm manages assets totaling $1.2 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Novem Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

350 Linden Oaks Suite 140
Rochester, NY 14625

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Novem Group Brokerage Details

Total Assets Under Management

$1,170,631,357

NY Average: $7,464,549,021
Total Number of Employees

50

NY Average: 88
Total Number of Accounts

4,381

NY Average: 3,892
Average Account Size

$267,206

NY Average: $1,917,921

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

2021 - Present (3 years)

Novem Group

2021 - Present (3 years)

American Portfolios Financial Services, Inc

2020 - Present (4 years)

Five Points Financial

2020 - Present (4 years)

University Of Nebraska At Kearney

2016 - 2020 (4 years)

Kearney High School

2013 - 2016 (3 years)

Horizon Middle 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 Novem Group

Jordan Reinertson
Grand Island, NE
Gregory Wagner
Rochester, NY
Jeremy Raco
Rochester, NY
Daniel Williams
Rochester, NY
Gavin Ugone
Topsfield, MA
Colin Murray
Rochester, NY
Patrick Manuel
Rochester, NY
Mackenzi Springer
Rochester, NY

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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