Julie C. Muraco

SUARUM INVESTMENT MANAGEMENT

ASPEN, CO

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CRD#: 707227

Professional summary

Julie Christienne Muraco, who also goes by Julie Muraco, is a registered financial advisor currently at SUARUM INVESTMENT MANAGEMENT, LLC located in Aspen, Colorado.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Julie has worked at 10 firms and has passed the Series 65, Series 63, Series 79TO, Series 82TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Muraco

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 08/2011; Praeditis; New York, NY; Sole Proprietor; 10 hrs/week; Consultant for business and capital markets. 2) 03/2024; Capital Ideas, Inc.; Dallas, TX; Independent Contractor; 25 hours/week; Portfolio manager for high yield bond strategy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Christienne Muraco's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 20, 2025 - Present

SUARUM INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 334206

ASPEN, CO

Past

June 14, 2024 - May 2, 2025

CAPITAL IDEAS

RIA

CRD#: 114352

Aspen, CO

Past

December 2, 2021 - November 13, 2024

WEILD & CO.

CRD#: 132398

BOULDER, CO

Past

July 18, 2013 - December 3, 2019

STONECASTLE SECURITIES, LLC

CRD#: 131211

NEW YORK, NY

Past

December 9, 2009 - January 25, 2012

MID-MARKET SECURITIES, LLC

CRD#: 126750

MOUNT KISCO, NY

Past

December 19, 2001 - May 23, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

December 15, 1998 - December 12, 2000

JPMSI

CRD#: 15733

NEW YORK, NY

Past

January 8, 1998 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

October 26, 1981 - December 11, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 23, 1980 - September 30, 1981

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/1980

General Securities Representative Examination

Current Firm

SUARUM INVESTMENT MANAGEMENT, LLC

CRD#: 334206 / SEC#:

Colorado

Registered Investment Advisory firm - (1/20/2025 Approved)

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Contact information

Main Address

Aspen, CO

Mailing Address

Phone number

(917) 903-2708

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Julie C. Muraco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Christienne Muraco's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL IDEAS

WEILD & CO.

STONECASTLE SECURITIES, LLC

MID-MARKET SECURITIES, LLC

EQUITABLE ADVISORS, LLC

JPMSI

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2024

Series 63

Date: 12/14/2009

Series 79TO

Date: 1/2/2023

Series 82TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/19/1980

Current Firm

SUARUM INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

SUARUM INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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