Gregory M. Hurley

HURLEY WEALTH MANAGEMENT GROUP,

Burlingame, CA 94010

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CRD#: 2336730

Professional summary

Gregory Michael Hurley, CFP®, who also goes by Greg Hurley, is a registered financial advisor currently at HURLEY WEALTH MANAGEMENT GROUP, INC located in Burlingame, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gregory has worked at 5 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg 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.

MR. HURLEY IS LICENSED TO SELL INSURANCE PRODUCTS. HE DEVOTES APPROXIMATELY 3-5 HOURS PER MONTH TO THIS BUSINESS; APPROXIMATLEY 1-2 OF THE HOURS IS DURING SECURITY TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Michael Hurley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 30, 2010 - Present

HURLEY WEALTH MANAGEMENT GROUP, INC

Office #1: 1601 Bayshore Highway Suite 302, Burlingame, CA 94010Office #2: 301 N. Tubb Street Suite 104, Oakland, FL 34760

RIA

CRD#: 155475

Burlingame, CA

Past

September 27, 2005 - December 23, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

GLENDALE, CA

Past

January 11, 2005 - December 23, 2010

LPL FINANCIAL LLC

CRD#: 6413

GLENDALE, CA

Past

January 29, 1998 - January 14, 2005

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

October 25, 1993 - May 1, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

June 28, 1993 - July 30, 1993

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/30/2010)

IAR

Florida
(6/17/2021)

IAR

Texas
(12/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/12/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/25/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/2005

General Securities Principal Examination

Current Firm

HURLEY WEALTH MANAGEMENT GROUP, INC

CRD#: 155475 / SEC#: 801-71954

RIA

Registered Investment Advisory firm - (7/12/2011 Terminated)

California

Registered Investment Advisory firm - (7/7/2011 Approved)

Florida

Registered Investment Advisory firm - (6/17/2021 Approved)

Texas

Registered Investment Advisory firm - (12/1/2020 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

301 N. Tubb Street Suite 104, Oakland, FL 34760

Mailing Address

P.o. Box 1021, Oakland, FL 34760

Phone number

(855) 483-9044

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 29,481,480

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.

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Firm Stability Insights

Gregory M. Hurley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Michael Hurley's CRS (Customer Relationship Summary).

Certified licenses

Experience

HURLEY WEALTH MANAGEMENT GROUP, INC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WAMU INVESTMENTS, INC.

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

INVEST FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 11/12/1993

Series 7

Date: 12/8/1994

Series 6

Date: 6/25/1993

Series 24

Date: 5/10/2005

Current Firm

HURLEY WEALTH MANAGEMENT GROUP, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HURLEY WEALTH MANAGEMENT GROUP, INC

TRUST BUT VERIFY

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