BH
BH

Brendan Hurley

18 Years of Experience
Boston, MA
Broker

Brendan Hurley is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

225 Franklin Street, Suite 1800, Boston, MA, 02110

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2017 - Present · 8 yrs 9 mos
Raymond James & Associates, INC.
August 2017 - Present · 8 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
August 2014 - July 2017 · 2 yrs 11 mos
Morgan StanleyBroker
July 2014 - July 2017 · 3 yrs
Papamarkou Wellner & CO., INC.Broker
October 2011 - July 2014 · 2 yrs 9 mos
Olympia Asset Management,ltd.Broker
November 2007 - October 2011 · 3 yrs 11 mos
Midwood Securities, INC.Broker
May 2005 - June 2005 · 1 mo
State Registrations23 states
CACOCTDCFLGAILINMAMDMEMINHNJNYORRISCTXVAVTWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.