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Nicholas Jon Popolizio

Hirtle, Callaghan & CO., LLC

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About Nicholas Jon Popolizio

Nicholas Popolizio is a financial advisor at Hirtle, Callaghan & Co., LLC, a firm that specializes in providing investment advisory services to a variety of clients, including individuals, families, corporations, foundations, and endowments. Nicholas has been working in the financial services industry since July 2018 and is registered with the state of Pennsylvania. Nicholas holds the Series 66, Series 7 and SIE exams. Nicholas focuses on developing customized financial plans and investment strategies to help clients achieve their financial goals.

Firm Information

Nicholas Popolizio 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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Nicholas Popolizio’s Registration & Firm History

PA

02/13/2020 - Present

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

MD

08/24/2018 - 05/01/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 10/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Jon Popolizio.
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