Michael Brian Hurley

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*128591 For profit or not for profit: For-Profit Organization Name of outside business organization: Jacksonville Icemen Investment related: N Address of business: Jacksonville, Florida 32216 Nature of business: LLC Position, title, association: Part-Time, Start date of relationship: 12/11/2019 Number of hours devoted: 100 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Off ice official for Jacksonville Icemen home games in the ECHL (minor league ice hockey)

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-15
• S65 Uniform Investment Adviser Law Examination
  1998-04-15

Other Names

• Mike Hurley