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Gary Alan Hurlbut

F/m Investments LLC

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About Gary Alan Hurlbut

Gary Alan Hurlbut is a financial advisor currently registered with F/m Investments LLC. He is also a Chartered Financial Analyst. He has been in the industry since 1988, and has prior experience with Mercantile Investment Services, Inc., The Heitner Corporation, and Blinder, Robinson & Co., Inc. He specializes in investment advisory services and is a registered investment advisor with Missouri. He has over 15 clients and over $1 billion in assets under management. Gary has a strong background in the industry and is committed to providing his clients with the highest level of service.

Firm Information

Gary Hurlbut is currently registered with F/m Investments LLC. F/m Investments LLC is an investment advisor based in WASHINGTON, DC. The firm manages $1 billion - $10 billion in assets for individuals, businesses, investment companies, pooled investment vehicles, pension plans, and other entities. They offer portfolio management and advisory services, including pension consulting and selection of other advisors. F/m Investments LLC has 35 investment advisory functions and 24 investment adviser representatives. The firm also participates in wrap fee programs.
F/m Investments LLC

3050 K. ST NW

WASHINGTON, DC 20007

$12.85B

Assets Under Management

15

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gary Hurlbut’s Registration & Firm History

DC

04/02/2024 - Present

F/m Investments LLC (WASHINGTON DC)

NA

07/10/1990 - 05/19/1992

MERCANTILE INVESTMENT SERVICES, INC.

NA

10/11/1988 - 06/19/1990

THE HEITNER CORPORATION

NA

04/20/1988 - 06/20/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 07/15/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Alan Hurlbut.
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