Unclaimed Profile

Ranjani Hopkins Nagaswami

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

Series 3, Series 6, Series 26, Series 63Clean record9 years registeredHIRTLE, CALLAGHAN & CO., LLC

300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428-2998CRD# 2196536Firm CRD# 105403

Profile Verification

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

Identity

Ranjani Hopkins Nagaswami · WEST CONSHOHOCKEN, PA

Registration

CRD #2196536 · HIRTLE, CALLAGHAN & CO., LLC · 9 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

Sep 2016 – Oct 2019

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 26

Series 63

Registration record

First registered · September 6, 2016

Years registered · 9

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

Speak with Ranjani

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ranjani is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST CONSHOHOCKEN?

Browse all registered financial advisors in WEST CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse WEST CONSHOHOCKEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ranjani Hopkins Nagaswami offer?

Ranjani Hopkins Nagaswami specializes in Investment Management, Retirement Planning, Wealth Management.

What are Ranjani Hopkins Nagaswami's credentials?

Ranjani Hopkins Nagaswami is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ranjani Hopkins Nagaswami located?

Ranjani Hopkins Nagaswami is based in WEST CONSHOHOCKEN, Pennsylvania, last registered with HIRTLE, CALLAGHAN & CO., LLC.

How does Ranjani Hopkins Nagaswami charge for services?

Ranjani Hopkins Nagaswami'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →