Best Investors Account Sign in

Brendan Patrick Hurley

Raymond James & Associates, Inc.

Winchester, MA

Boston, MA

CRD 4970256

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-08-09
  • TX RA
    APPROVED
    Since 2017-08-09

Branch Locations

Winchester, MA • United States

One International Place Suite 2810, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Boston MA 03/2015 07/2017
Morgan Stanley Private Bank, N.A. Boston MA 03/2015 07/2017
Raymond James & Associates, Inc. Boston MA 07/2017 Present
Previous Registrations
  • 2014-08-01 → 2017-07-31
    Morgan Stanley
    Wellesley, MA
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-11-14
  • S63 Uniform Securities Agent State Law Examination
    2007-11-14
Other Names
  • Brendan P Hurley

View on SEC IAPD

More in Winchester, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor