Nicole
Hurley

Commonwealth Financial Network

CRD#6473376
Investment Advisor
in Syracuse, NY

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About this Advisor

Nicole Hurley is a financial advisor operating in Syracuse, New York with a total of 2 years of industry experience. Hurley currently works for Commonwealth Financial Network. Throughout their career, they have worked at Good Buddy'S Pub, World Of Beer, Hilbert College, Cavalry Club, Northwestern Mutual Investment Services LLC, Paul Dodd, Pascales Italian Bistro, Ultimate Goal, Us Security Associates, Focused Financial Solutions, Commonwealth Financial Network and Crossbridge Financial Group Of Cny. Hurley maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Commonwealth Financial Network is an advisory firm based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in assets under management between its 585,629 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on which service is provided. Fees charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6564 Ridings Rd.
Syracuse, NY 13206

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

NY Average: $16,012,751,954
Total Number of Employees

4,300

NY Average: 118
Total Number of Accounts

585,629

NY Average: 4,567
Average Account Size

$249,965

NY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nicole Hurley Work History

Nicole has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Focused Financial Solutions

2020 - Present (4 years)

Commonwealth Financial Network

2020 - Present (4 years)

Crossbridge Financial Group Of Cny

2019 - 2019 (< 1 year)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

Pascales Italian Bistro

2015 - 2019 (4 years)

Paul Dodd

2015 - 2016 (1 year)

Ultimate Goal

2014 - 2014 (< 1 year)

Good Buddy'S Pub

2014 - 2015 (1 year)

Us Security Associates

2013 - 2015 (2 years)

World Of Beer

2010 - 2014 (4 years)

Cavalry Club

2009 - 2013 (4 years)

Hilbert College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicole Hurley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Michael Lam
Newtown, PA
Christopher Lamal
Green Bay, WI
Jennifer Foster
Scottsdale, AZ
Gabor Nagy
Mendham, NJ
Patrick Bria
Durham, NC
Harold Weight
Portland, OR
Adam Provance
Joliet, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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