linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Garrett Rodgers Wilson

Hirtle, Callaghan & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Garrett? Claim Your Profile

About Garrett Rodgers Wilson

Garrett Rodgers Wilson is a financial advisor with Hirtle, Callaghan & Co., LLC. Garrett has been in the industry since 2008 and has experience with a variety of investment products. Garrett holds the Series 3, 7, 30, and 63 licenses. Garrett's firm, Hirtle, Callaghan & Co., LLC is a registered investment advisor with approximately $19 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Garrett Wilson 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Garrett Wilson’s Registration & Firm History

PA

07/31/2014 - Present

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

NY

11/01/2010 - 07/02/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/29/2008 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

Not sure if Garrett Rodgers Wilson is right for you?

Licenses & Designations

BC

Issued 04/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 12/19/2014

Series 3 - National Commodity Futures Examination

BC

Issued 01/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garrett Rodgers Wilson.
Not sure if Garrett Rodgers Wilson is right for you?