Unclaimed Profile

Mark Alan Hamilton

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

Series 3, Series 7, Series 63Clean record7 years registeredHIRTLE, CALLAGHAN & CO., LLC

300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428-2998CRD# 2526606Firm CRD# 105403

Profile Verification

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

Identity

Mark Alan Hamilton · WEST CONSHOHOCKEN, PA

Registration

CRD #2526606 · HIRTLE, CALLAGHAN & CO., LLC · 7 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

Oct 2018 – Feb 2024

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · October 5, 2018

Years registered · 7

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 Mark Alan Hamilton offer?

Mark Alan Hamilton specializes in Investment Management, Retirement Planning, Wealth Management.

What are Mark Alan Hamilton's credentials?

Mark Alan Hamilton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alan Hamilton located?

Mark Alan Hamilton is based in WEST CONSHOHOCKEN, Pennsylvania, last registered with HIRTLE, CALLAGHAN & CO., LLC.

How does Mark Alan Hamilton charge for services?

Mark Alan Hamilton'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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