Unclaimed Profile

Conner Scott Murray

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·WESTMINSTER, Colorado

SIE, Series 6, Series 7, Series 63, Series 65Clean record4 years registeredMOUNTAIN CAPITAL INVESTMENT ADVISORS INC

12235 PECOS ST, WESTMINSTER, CO 80234CRD# 6193414Firm CRD# 156660

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Conner Scott Murray · WESTMINSTER, CO

Registration

CRD #6193414 · MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · 4 years registered

Brand Profile

Not yet started

Career History

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 18, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

CRD 156660 · SEC 801-110107

AUM

$608M

Regulatory assets under management

Employees

2,731 client accounts

Services offered by MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Conner Scott Murray offer?

Conner Scott Murray specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTMINSTER, Colorado for a consultation.

What are Conner Scott Murray's credentials?

Conner Scott Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Conner Scott Murray located?

Conner Scott Murray is based in WESTMINSTER, Colorado, working with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.

How does Conner Scott Murray charge for services?

Conner Scott Murray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOUNTAIN CAPITAL INVESTMENT ADVISORS INC?

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC has approximately 12 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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