Colin Murray is a registered investment advisor at Newedge Advisors, based in Milldale, CT, with 6 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
409 Canal Street, Milldale, CT, 06467
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colin sells various insurance products, including life, long-term care, health, and Medicare insurance, dedicating about 10-20% of his time. He is also an Investment Advisor Representative (IAR) with NewEdge Advisors and conducts advisory services through NewEdge Advisors, LLC, doing business as Nesso Wealth, LLC, devoting full-time hours to this activity, and is a Registered Representative with NewEdge Securities, LLC, spending about 10-20% of his time managing brokerage accounts.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Cwm, LLC
Securities America, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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