Eric Hurley
Eric Hurley is a registered investment advisor at LPL Enterprise, LLC, based in Pittsford, NY, with 2 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1000 Pittsford Victor Road, Suite 2E, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (3)
Financial
April 2025Financial
February 2025Judgment / Lien
February 2025Other Business ActivitiesSells Insurance
Eric operates under Evans Investment Services and NBT Investment Services as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also works with NBT Insurance Agency selling non-variable insurance, also dedicating full-time hours.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Nylife Securities LLCBroker
State Registrations3 states
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.