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Colin Murray

Newedge Advisors

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About Colin Murray

Colin Murray is a financial advisor registered with Newedge Advisors in Milldale, CT. Colin has been working in the financial industry since June 20, 2019. Colin is a registered Investment Advisor Representative and has Series 6, Series 63, and Series 65 licenses. Colin has experience in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.

Firm Information

Colin Murray is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colin Murray’s Registration & Firm History

CT

01/02/2024 - Present

Newedge Advisors (Milldale CT)

CT

06/01/2020 - 11/30/2021

SECURITIES AMERICA, INC. (MERIDEN CT)

CT

11/02/2018 - 06/03/2020

NYLIFE SECURITIES LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 06/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colin Murray.
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