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Margaret Ann Nugent

Colorado Capital Management

Boulder, CO

Boulder, CO

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Current Employers
Colorado Capital Management

4430 Arapahoe Avenue Suite 120, Boulder, CO 80303-1100 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-08
  • CO RA
    APPROVED
    Since 2025-12-08

Branch Locations

4430 Arapahoe Avenue Suite 120, Boulder, CO 80303 • United States

4430 Arapahoe Avenue Suite 120, Boulder, CO 80303-1100 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Denver CO 08/2016 12/2020
Uber Denver CO 02/2017 07/2020
Lyft Denver CO 02/2017 07/2020
The Millstone Evans Group Boulder CO 01/2021 06/2022
Harbor Wealth Management Boulder CO 07/2022 05/2024
Mai Capital Management Boulder CO 05/2024 02/2025
Colorado Capital Management, Inc. Boulder CO 03/2025 Present
  • 08/2016 → 12/2020
    Raymond James & Associates, Inc.
    Denver, CO
  • 02/2017 → 07/2020
    Uber
    Denver, CO
  • 02/2017 → 07/2020
    Lyft
    Denver, CO
  • 01/2021 → 06/2022
    The Millstone Evans Group
    Boulder, CO
  • 07/2022 → 05/2024
    Harbor Wealth Management
    Boulder, CO
  • 05/2024 → 02/2025
    Mai Capital Management
    Boulder, CO
  • 03/2025 → Present
    Colorado Capital Management, Inc.
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-05
S63 Uniform Securities Agent State Law Examination 1999-04-05
  • S65 Uniform Investment Adviser Law Examination
    2025-12-05
  • S63 Uniform Securities Agent State Law Examination
    1999-04-05
Other Names
  • Megan Basten
  • Margaret A Basten
  • Margaret Ann Basten
  • Margaret A Basten

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
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J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
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