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PH

Peter B. Hurley

CHI-RHO FINANCIAL
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 6238919
PH

Professional summary

Peter Bradford Hurley is a registered financial advisor currently at CHI-RHO FINANCIAL, LLC located in Atlanta, Georgia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Peter has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Peter Bradford Hurley'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

December 4, 2019 - Present

CHI-RHO FINANCIAL, LLC

Office #1: 3500 Lenox Road Suite 820, Atlanta, GA 30326
RIA
CRD#: 138947
Atlanta, GA
Past

February 27, 2015 - April 1, 2016

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
CF
CHI-RHO FINANCIAL, LLC
CHI-RHO FINANCIAL, LLC

CRD#: 138947 / SEC#: 801-74211

RIA
Registered Investment Advisory firm - (3/30/2012 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/4/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/11/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 2/27/2015
Investment Banking Registered Representative Examination

Current Firm

CF
CHI-RHO FINANCIAL, LLC
CHI-RHO FINANCIAL, LLC

CRD#: 138947 / SEC#: 801-74211

RIA
Registered Investment Advisory firm - (3/30/2012 Approved)
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Contact information

Main Address
3500 Lenox Road Suite 820, Atlanta, GA 30326
Mailing Address
Phone number
(678) 731-0032
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHI-RHO ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 1,170,153,995

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

CHI-RHO FINANCIAL, LLC

CRD#: 138947Atlanta, GA 30326

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