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Christopher Michael Hurley

Advisor at HFR Wealth Management, LLC — Central Square, NY

Updated today

Credentials

Series 63, Series 65

Experience

5 years

Location

Central Square, NY

HFR Wealth Management, LLC

Team

Total advisors

4

Across 2 offices

Clients per advisor

90 High

Avg AUM per client

$1,411,782 High

HNW client ratio

44% High

About

Christopher Hurley is a financial advisor at HFR Wealth Management, LLC with 23 years at the firm and four years of industry experience. He holds Series 63 and Series 65 designations. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and offers regular portfolio-level performance reporting alongside quarterly reviews.

Client services

Based on HFR Wealth Management, LLC

Portfolio management

Expertise

Based on HFR Wealth Management, LLC

Wealth management Active portfolio management

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Fee options

Percentage

$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $2,000,000: 0.6% $2,000,001+: 0.5%

Other

Account minimum: $500,000 Minimum fee: Quarterly Fee: $625 Fee-only: Investment advisory fees based on percentage of assets under management; no commissions or other compensation received.

Location

See office

Central Square, NY

Central Square NY

Advisors at this office

1

Most active in

New York

Work history

5 years of industry experience

HFR Wealth Management, LLC

2003 - Present • 23 years

Niskayuna, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Ethan D

Series 66

North Syracuse, NY

Goldstrike Capital LLC

Ethan Dolce is a financial advisor at Goldstrike Capital LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Securities, LPL Financial, and C & A Accounting Associates. In addition to his advisory role, he is a licensed insurance agent and provides tax preparation and bookkeeping services as an accountant. Goldstrike Capital offers discretionary portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm develops tailored investment policy statements and employs modern portfolio theory across a range of asset classes, working under discretionary authority.

Wealth management Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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Mark M

Series 63, Series 65

Liverpool, NY

MPM Advisors Group LLC

Mark Mahshie is a financial advisor at MPM Advisors Group LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for nearly four decades and IBN Financial before joining MPM Advisors Group. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment management using index mutual funds and ETFs, focusing on asset allocation and periodic rebalancing, and offers client-specific investment policies and educational seminars.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance General retirement planning
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John M

Series 63, Series 65

Liverpool, NY

MPM Advisors Group LLC

John Mahshie is a financial advisor with MPM Advisors Group LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for 14 years and has been an independent insurance agent and associated with Lifemark Securities Corp. since 2010. Outside of advisory services, he is an owner and partner of MPM Tax Pros, a tax preparation business. MPM Advisors Group LLC provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, and corporate clients. The firm emphasizes passive investment strategies using index mutual funds and ETFs, offers educational seminars, and maintains regular client communications.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General estate planning guidance General retirement planning
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Lance H

Series 65

Cicero, NY

Malatai Capital LLC

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Active portfolio management Options & derivatives strategies
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Gennaro C

Series 65

North Syracuse, NY

Goldstrike Capital LLC

Gennaro Concolino is a financial advisor at Goldstrike Capital LLC with a Series 65 designation and no prior industry experience before joining the firm in 2025. He is also the president and owner of C & A Accounting Associates Inc and has held that role since 2000. In addition, he owns JCF Reality, a company involved in investment rental properties. Goldstrike Capital LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing an investment approach based on Modern Portfolio Theory and tailored risk management. The firm offers discretionary portfolio management, individualized Investment Policy Statements, and both one-time and ongoing financial planning engagements.

Wealth management Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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