Unclaimed
Christopher Seidl is an investment advisor representative at Hirtle, Callaghan & CO., LLC, registered with the state of Pennsylvania. Christopher holds the Series 3, Series 7, and Series 63 licenses, as well as the SIE. Christopher is a Chartered Financial Analyst and has been in the financial industry since 2010. Christopher has previously worked at SEI Investments Distribution CO. Christopher is active in the investment advisory business and has specializations in the areas of investment advisory services, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for investment companies.
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
07/18/2019 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
05/07/2018 - 07/19/2019
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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