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Conner Scott Murray

Investment adviser representative at Mountain Capital Investment Advisors Inc
10 yearsExperience
1 stateRegistered in
$929.1MFirm assets
9 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 assets

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.

  1. Mountain Capital Investment Advisors IncSep 2021 to now
  2. Jpm Institutional Investments IncApr 2018 to Sep 2021
  3. Jpm Investment ManagementApr 2018 to Sep 2021
  4. Jackson National Life Distributors LLCAug 2016 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CO).

Mountain Capital Investment Advisors Inc

$929.1MAssets managed
1,191Clients
16Advisers
9 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
6193414
Firm CRD
156660
Advisor's SEC record (opens in a new tab)
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