WH
WH

William Hurley

26 Years of Experience
Jupiter, FL
3 DisclosuresBroker

William Hurley is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
Customer Dispute
June 2008
Settled
Customer Dispute
June 2008
Settled
Other Business Activities

William is an investment advisor at Blackridge Asset Management since 2019. He also balances the checkbook for William A Hurley and Associates since 2021.

Employment History
Current Registrations
Blackridge Asset Management, LLC
August 2019 - Present · 6 yrs 9 mos
Peak Brokerage Services, LLC
August 2019 - Present · 6 yrs 9 mos
Peak Brokerage Services, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - August 2019 · 2 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - August 2019 · 2 yrs 5 mos
Msi Financial Services, INC.
September 2009 - March 2017 · 7 yrs 6 mos
Msi Financial Services, INC.Broker
July 2009 - March 2017 · 7 yrs 8 mos
Chase Investment Services CORP.
June 2006 - July 2009 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
September 2005 - July 2009 · 3 yrs 10 mos
Ameriprise Financial Services, INC.Broker
May 1999 - October 2005 · 6 yrs 5 mos
Ids Life Insurance CompanyBroker
May 1999 - October 2005 · 6 yrs 5 mos
State Registrations7 states
COFLMINVOHTXWI
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.