Unclaimed Profile

Erica Evans Gioffre

HIRTLE, CALLAGHAN & CO., LLC·WEST CONSHOHOCKEN, Pennsylvania

SIE, Series 3, Series 7, Series 24, Series 65Clean record8 years registeredHIRTLE, CALLAGHAN & CO., LLC

300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428-2998CRD# 2722532Firm CRD# 105403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erica Evans Gioffre · WEST CONSHOHOCKEN, PA

Registration

CRD #2722532 · HIRTLE, CALLAGHAN & CO., LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HIRTLE, CALLAGHAN & CO., LLC

HIRTLE, CALLAGHAN & CO., LLC

Apr 2018 – Apr 2025

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 65

Registration record

First registered · April 20, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIRTLE, CALLAGHAN & CO., LLC

CRD 105403 · SEC 801-32688

AUM

$19.2B

Regulatory assets under management

Employees

1,844 client accounts

Services offered by HIRTLE, CALLAGHAN & CO., LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at HIRTLE, CALLAGHAN & CO., LLC →

Introduction

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Frequently Asked Questions

What services does Erica Evans Gioffre offer?

Erica Evans Gioffre specializes in Investment Management, Retirement Planning, Wealth Management.

What are Erica Evans Gioffre's credentials?

Erica Evans Gioffre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erica Evans Gioffre located?

Erica Evans Gioffre is based in WEST CONSHOHOCKEN, Pennsylvania, last registered with HIRTLE, CALLAGHAN & CO., LLC.

How does Erica Evans Gioffre charge for services?

Erica Evans Gioffre's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIRTLE, CALLAGHAN & CO., LLC?

HIRTLE, CALLAGHAN & CO., LLC has approximately 93 employees and manages $19.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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