Kyle Hurley

Employer firm

Flagship Harbor Advisors, LLC CRD 155733

$3.42B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 05/2018
  University Of New Hampshire
  Durham, NH
• 05/2014 → 10/2018
  Mansfield Public Schools
  Mansfield, MA
• 10/2018 → 03/2021
  Ernst & Young
  Boston, MA
• 03/2021 → Present
  Lpl Financial Llc
  Boston, MA
• 12/2021 → Present
  Flagship Harbor Advisors, Llc
  Boston, MA

Other Businesses

1. 01/14/2022 - Munroe Morrow Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/11/2022 - 40 Hours Per Month/30 Hours During Securities Trading. 2. 1/27/2022 - Flagship Harbor Advisors, LLC - DBA: (Hybrid) Munroe Morrow Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/11/2022 - 40 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Flagship Harbor Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-12