Nicholas Earl Kilmurray

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 05/2018
  Amatics Cpa Group
  Bozeman, MT
• 05/2016 → 09/2018
  Buffalo Wild Wings
  Bozeman, MT
• 09/2018 → Present
  Raymond James Financial Services, Inc.
  Bozeman, MT
• 03/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Bozeman, MT
• 09/2018 → Present
  Palisade Financial
  Bozeman, MT

Other Businesses

(1)Name of Business: Big Sky Advisor Group PLLC Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715-8855, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/19/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an entity that has been formed as part of a Catastrophic/Succession Plan. We are four advisors total, who have partnered to buy out a fifth partner in the event he becomes Totally Disabled or Dies. (2) Palisade Financial Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715-8855, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I support the other financial advisors in the branch, perform branch administrative functions, and work with clients on their investments and financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-04