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Christopher Michael Hurley

HFR Wealth Management, LLC

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About Christopher Michael Hurley

Christopher Hurley is an investment advisor representative associated with HFR Wealth Management, LLC. Christopher Hurley is currently registered in New York. Christopher Hurley is also a Registered Investment Advisor (RIA) in New York. Christopher Hurley has 24 years of experience in the financial services industry. Christopher Hurley has passed the Series 7, Series 10, Series 9, Series 63 and Series 65 exams. Previously, Christopher Hurley was employed with CHARLES SCHWAB & CO., INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher Hurley’s firm, HFR Wealth Management, LLC, has a total of 744 client accounts with approximately $513,320,817 in assets under management (AUM). HFR Wealth Management, LLC primarily provides financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

Firm Information

Christopher Hurley is currently registered with HFR Wealth Management, LLC. HFR Wealth Management, LLC is an investment advisor registered with the SEC. They have 4 investment advisor representatives and manage approximately $513,320,817 in regulatory assets under management for 744 accounts. Their clients primarily include high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They offer portfolio management for individuals.

$513.32M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Hurley’s Registration & Firm History

NY

05/30/2021 - Present

HFR Wealth Management, LLC (CENTRAL SQUARE NY)

TX

10/26/1999 - 10/09/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

05/07/1997 - 06/22/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/08/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Hurley.
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