Colin D Murray
Investment adviser representative at Gwn Securities Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
14 years in the industry.
- Gwn Securities, Inc.Aug 2019 to now
- Nationwide FinancialSep 2017 to now
- Nationwide Securities LLCSep 2017 to Aug 2019
- Santander Securities LLCJan 2017 to Sep 2017
- Santander Bank NAJan 2017 to Aug 2017
- Cco Investment Services CorpJul 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (RI).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 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
- 5511350
- Firm CRD
- 128929