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Nicole H

Series 63, Series 65

Syracuse, NY

Commonwealth Financial Network

Nicole Hurley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at firms including Northwestern Mutual Investment Services LLC and Focused Financial Solutions. Hurley is also co-owner of Crossbridge Financial Group of CNY, a private entity supporting securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michele C

Series 63, Series 65

Syracuse, NY

Commonwealth Financial Network

Michele Conte is a financial advisor with Commonwealth Financial Network in Syracuse, NY, holding Series 63 and Series 65 licenses and with 46 years of industry experience. She has been co-owner of Crossbridge Financial Group of CNY, Inc. since 1998, where she also conducts her advisory practice. Conte is involved in tax preparation as a minor non-investment activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and operational support, enabling advisors to offer customized portfolio management and a broad range of investment products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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