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Inactive

Bruce Anderson Self

Hirtle & Co., LLC

West Conshohocken, PA

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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
PA RA APPROVED 2024-01-16
  • PA RA
    APPROVED
    Since 2024-01-16

Branch Locations

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • 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
Pnc Philadelphia PA 11/2009 01/2022
Truist Investment Services, Inc. Philadelphia PA 01/2022 09/2023
Truist Advisory Services, Inc. Philadelphia PA 01/2022 09/2023
Hirtle, Callaghan & Co., Llc West Conshohocken PA 01/2024 Present
Unemployed Malvern PA 10/2023 12/2023
  • 11/2009 → 01/2022
    Pnc
    Philadelphia, PA
  • 01/2022 → 09/2023
    Truist Investment Services, Inc.
    Philadelphia, PA
  • 01/2022 → 09/2023
    Truist Advisory Services, Inc.
    Philadelphia, PA
  • 01/2024 → Present
    Hirtle, Callaghan & Co., Llc
    West Conshohocken, PA
  • 10/2023 → 12/2023
    Unemployed
    Malvern, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-20
  • S63 Uniform Securities Agent State Law Examination
    2022-08-20
Designations

View on SEC IAPD

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Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

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