Bart N. Mcmurry
Professional summary
Bart Nmi Mcmurry, who also goes by Bart Mcmurry, is a registered financial advisor currently at HIGHLAND CAPITAL MANAGEMENT, LLC located in Castle Rock, Colorado.
Bart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bart has worked at 2 firms and has passed the Series 65, Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bart Nmi Mcmurry's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 20, 2019 - Present
HIGHLAND CAPITAL MANAGEMENT, LLC
June 2, 2015 - September 19, 2019
HIGHLAND CAPITAL MANAGEMENT, LLC
January 5, 2004 - May 15, 2015
ICC CAPITAL MANAGEMENT INC
Primary Firm SEC Registration
HIGHLAND CAPITAL MANAGEMENT, LLC
CRD#: 104842 / SEC#: 801-8762
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/20/2019)
Exams
Series 2
Date: 9/13/1993
Non-Member General Securities ExaminationCurrent Firm
HIGHLAND CAPITAL MANAGEMENT, LLC
CRD#: 104842 / SEC#: 801-8762
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,042 |
| AUM (Assets Under Management) | $ 3,539,134,473 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | ||
| 07/29/2024 | ||
| 11/15/2023 | ||
| 08/22/2023 | ||
| 08/25/2022 |
Red Flags
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