Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew J. Ramsey is a financial advisor at Hirtle, Callaghan & CO., LLC. Andrew holds the Series 3, 66, and 7 licenses and has been in the industry since February 2015. Andrew is also a registered investment advisor representative in Colorado and Pennsylvania. Andrew's previous experience includes working at Crestone Securities LLC, where he was registered from February 2015 to September 2020. Andrew specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He also specializes in the selection of other advisors. Andrew's firm, Hirtle, Callaghan & CO., LLC, manages over $19 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
08/27/2020 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
CO
02/09/2015 - 09/22/2020
CRESTONE SECURITIES LLC (BOULDER CO)
BOTH
Issued 08/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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