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Inactive

Daniel Robert Miller

Hirtle & Co., LLC

West Conshohocken, PA

Minneapolis, MN

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Current Employers
Hirtle & Co., Llc

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-11
PA RA APPROVED 2021-10-07
  • MN RA
    APPROVED
    Since 2026-02-11
  • PA RA
    APPROVED
    Since 2021-10-07

Branch Locations

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

10 West End 1601 Utica Ave S, Suite 210, Minneapolis, MN 55416 • 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
Abbot Downing/Wells Fargo Bank Minneapolis MN 01/2010 08/2019
Hirtle, Callaghan & Co., Llc Minneapolis MN 06/2021 Present
Abbot Downing/Wells Fargo Bank Minneapolis MN 08/2019 06/2021
  • 01/2010 → 08/2019
    Abbot Downing/Wells Fargo Bank
    Minneapolis, MN
  • 06/2021 → Present
    Hirtle, Callaghan & Co., Llc
    Minneapolis, MN
  • 08/2019 → 06/2021
    Abbot Downing/Wells Fargo Bank
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-07
  • S65 Uniform Investment Adviser Law Examination
    2021-10-07

View on SEC IAPD

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MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
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