Margaret Ann Nugent
Investment adviser representative at Colorado Capital Management
10 yearsExperience
1 stateRegistered in
$638.4MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Colorado Capital Management, Inc.Mar 2025 to now
- Mai Capital ManagementMay 2024 to Feb 2025
- Harbor Wealth ManagementJul 2022 to May 2024
- The Millstone Evans GroupJan 2021 to Jun 2022
- LyftFeb 2017 to Jul 2020
- UberFeb 2017 to Jul 2020
- Raymond James & Associates, Inc.Aug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Colorado Capital Management
Legal name: Colorado Capital Management, Inc.
$638.4MAssets managed
241Clients
10Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2933124
- Firm CRD
- 114011