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Joseph Boyd Hurley V

Joseph B. Hurley

CHI-RHO FINANCIAL
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 6325819
Joseph Boyd Hurley V

Professional summary

Joseph Boyd Hurley V, CFP®, who also goes by Bo Hurley, Joseph Boyd Hurley, V, is a registered financial advisor currently at CHI-RHO FINANCIAL, LLC located in Atlanta, Georgia and GREEN WING FINANCIAL SOLUTIONS LLC located in Atlanta, Georgia.

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bo Hurley | Joseph Boyd Hurley, V

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.
Joseph Boyd Hurley V is currently employed as the Vice President at Chi-Rho Financial LLC. In this role he works with the internal IR team, communicates with clients and sits on the investment committee. This activity accounts for approximately 50% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Boyd Hurley V'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

October 14, 2015 - Present

CHI-RHO FINANCIAL, LLC

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

February 9, 2021 - Present

GREEN WING FINANCIAL SOLUTIONS LLC

RIA
CRD#: 311959
Atlanta, GA

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
(10/14/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/11/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/21/2019
Securities Industry Essentials 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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