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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 2026-02-10
PA RA APPROVED 2021-08-30
  • MN RA
    APPROVED
    Since 2026-02-10
  • PA RA
    APPROVED
    Since 2021-08-30

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
Hirtle, Callaghan & Co., Llc Minneapolis MN 06/2021 Present
Wells Fargo Bank Na Minneapolis MN 01/2010 06/2021
  • 06/2021 → Present
    Hirtle, Callaghan & Co., Llc
    Minneapolis, MN
  • 01/2010 → 06/2021
    Wells Fargo Bank Na
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-30
S63 Uniform Securities Agent State Law Examination 1987-07-06
  • S65 Uniform Investment Adviser Law Examination
    2021-08-30
  • S63 Uniform Securities Agent State Law Examination
    1987-07-06

View on SEC IAPD

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