Robert Hurley, financial advisor Center Valley PA

Robert Hurley

CRD Number: 1100902
Current Firm: Cadaret Grant & Co Inc.

Robert Hurley (CRD# 1100902) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Center Valley, PA and has over 39 years of experience in the finance industry. Robert Hurley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Center Valley, PA May 1983 - Current 40
R.g. Hurley & Associates, Inc. Center Valley, PA Apr 1984 - Jan 2023 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
Contact Info for Robert G. Hurley
Phone Number: 800-288-8601
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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