Unclaimed Profile

Susan H. Mcevoy

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

Series 3, Series 65Clean record19 years registeredHIRTLE, CALLAGHAN & CO., LLC

300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428-2998CRD# 5211449Firm CRD# 105403

Profile Verification

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

Identity

Susan H. Mcevoy · WEST CONSHOHOCKEN, PA

Registration

CRD #5211449 · HIRTLE, CALLAGHAN & CO., LLC · 19 years registered

Brand Profile

Not yet started

Career History

HIRTLE & CO., LLC

Apr 2007 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · April 18, 2007

Years registered · 19

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 Susan H. Mcevoy offer?

Susan H. Mcevoy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Susan H. Mcevoy's credentials?

Susan H. Mcevoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan H. Mcevoy located?

Susan H. Mcevoy is based in WEST CONSHOHOCKEN, Pennsylvania, working with HIRTLE, CALLAGHAN & CO., LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Susan H. Mcevoy charge for services?

Susan H. Mcevoy'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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