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Brad Allyn Hostetter

Hirtle, Callaghan & CO., LLC

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About Brad Allyn Hostetter

Brad Allyn Hostetter is an investment advisor representative at Hirtle, Callaghan & Co., LLC, a registered investment advisor. Brad Hostetter has been with the firm since March 2005. Brad Hostetter is registered in Pennsylvania. Brad Hostetter's professional designations include Series 3, Series 7, and Series 66. Brad Hostetter's areas of specialization include retirement planning, college savings, and investment management. Brad Hostetter has over 20 years of experience in the financial services industry.

Firm Information

Brad Hostetter is currently registered with Hirtle, Callaghan & CO., LLC. Hirtle, Callaghan & CO., LLC is an investment advisor based in WEST CONSHOHOCKEN, PA with approximately $19.23 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors. Their client base includes high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and insurance companies. The firm has been in business since 1988.
Hirtle, Callaghan & CO., LLC

300 BARR HARBOR DRIVE

WEST CONSHOHOCKEN, PA 19428-2998

$19.23B

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brad Hostetter’s Registration & Firm History

PA

04/08/2005 - Present

Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)

MA

06/05/2000 - 02/16/2005

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 03/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2012

Series 3 - National Commodity Futures Examination

BC

Issued 06/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Allyn Hostetter.
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