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Robert E. Hurley

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CRD#: 1024189
RH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Emmet Hurley, who also goes by Robert Emmett Hurley, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1981. Robert had worked at 6 firms and has passed the Series 65, Series 2, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Emmett Hurley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 26, 2004 - October 2, 2022

STODDARD MANAGEMENT COMPANY

RIA
CRD#: 120263
ROCKLAND, MA
Past

August 7, 1989 - June 29, 1993

GOLDEN WEST SECURITIES, INC.

BD
CRD#: 21742
Past

January 5, 1987 - July 17, 1989

NEW ENGLAND DISCOUNT BROKERAGE, INC.

BD
CRD#: 17907
Past

October 31, 1983 - July 15, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 15, 1983 - November 8, 1983

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

December 24, 1981 - September 15, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/19/1993
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 7/27/1993
Non-Member General Securities Examination
General Industry/Product Exam
RR
Series 5
Date: 1/26/1982
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


SM
STODDARD MANAGEMENT COMPANY
HURLEY, ROBERT EMMET | STODDARD MANAGEMENT COMPANY

CRD#: 120263 / SEC#: 801-61250

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Contact information


Main Address
Cataumet, MA
Mailing Address
Stoddard Management Company 800 Hingham St, Rockland, MA 02370
Phone number
NA
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts264
AUM (Assets Under Management)$ 104,037,915

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STODDARD MANAGEMENT COMPANY

CRD#: 120263

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