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JH

Joseph M. Hurchik

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
PHILADELPHIA, PA
Some features on this profile are disabled
CRD#: 4279908
JH

Professional summary

Joseph Michael Hurchik, who also goes by Joseph M Hurchik, Joseph Hurchik, Hurchik, is a registered financial advisor currently at MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST located in Philadelphia, Pennsylvania and DELAWARE DISTRIBUTORS, L.P. located in Philadelphia, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Joseph has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph M Hurchik | Joseph Hurchik | Hurchik

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) - RIA

Click below to view Joseph Michael Hurchik's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 20, 2020 - Present

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST

Office #2: 610 Market Street, Philadelphia, PA 19106
RIA
CRD#: 105390
PHILADELPHIA, PA
Current

April 18, 2017 - Present

DELAWARE DISTRIBUTORS, L.P.

Office #1: 610 Market St 100 Independence, Philadelphia, PA 19106
BD
CRD#: 14232
Philadelphia, PA
Past

April 19, 2017 - April 20, 2020

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA
CRD#: 152237
PHILADELPHIA, PA
Past

September 20, 2007 - January 26, 2017

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
PRINCETON, NJ
Past

September 7, 2007 - January 26, 2017

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
PRINCETON, NJ
Past

January 17, 2006 - December 20, 2006

TURNER INVESTMENTS, L.P.

RIA
CRD#: 105954
BERWYN, PA
Past

January 3, 2006 - June 12, 2006

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
BERWYN, PA
Past

February 14, 2005 - December 31, 2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

BD
CRD#: 40644
JENKINTOWN, PA
Past

October 11, 2002 - May 11, 2004

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA
CRD#: 106562
RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT

CRD#: 105390 / SEC#: 801-32108

RIA
Registered Investment Advisory firm - (5/31/1988 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/18/2017)
RR
Pennsylvania
(4/18/2017)
IAR
Pennsylvania
(4/20/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 10/26/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/10/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT

CRD#: 105390 / SEC#: 801-32108

RIA
Registered Investment Advisory firm - (5/31/1988 Approved)
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Contact information

Main Address
610 Market Street, Philadelphia, PA 19106
Mailing Address
Phone number
(215) 255-2300
Established
Firm type
Fiscal year end
# of Employees
598

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST FORM ADV-PART 2A BROCHURE (6/27/2025)

Regulatory assets under management

Total Number of Accounts317
AUM (Assets Under Management)$ 164,320,917,908

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

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST

CRD#: 105390Philadelphia, PA

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