CM
CM

Colin J Murray

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

350 Linden Oaks, Suite 140, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Colin works as a registered representative for OSAIC Wealth, Inc. and an investment adviser representative for Novem Group, dedicating about 10-20% of his time to each. He also works as an intern for Five Points Financial, which takes nearly full-time hours.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
October 2022 - October 2024 · 2 yrs
State Registrations5 states
IAMANEOHTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Colin J Murray - Financial Advisor | TrueAdvisor