MH
MH

Michael Hurley

33 Years of Experience
Bend, OR
BrokerSells Insurance

Michael Hurley is a registered investment advisor at Morgan Stanley, based in Bend, OR, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

705 SW Bonnett Way, Suite 1200, Bend, OR, 97702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an annuity and life insurance agent since 2012. He also serves as a trustee/co-trustee for a trust in Bend, Oregon, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
March 2007 - October 2012 · 5 yrs 7 mos
Hurley Financial Group, INC.
May 2006 - November 2012 · 6 yrs 6 mos
Aig Financial Advisors, INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Sunamerica Securities, INC.Broker
November 1993 - October 2005 · 11 yrs 11 mos
H.D. Vest Investment Securities, INC.Broker
July 1992 - November 1993 · 1 yr 4 mos
State Registrations19 states
AZCACOIDINKSMIMNMONHNMNVNYOHOKORSCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Hurley - Financial Advisor | TrueAdvisor