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Nicholas Fazzie is a financial advisor at Hirtle, Callaghan & CO., LLC, where Nicholas has been with the firm since January 2005. Nicholas is a registered Investment Advisor Representative in Pennsylvania. Nicholas has been in the industry since January 2005 and has passed the Uniform Investment Adviser Law Examination. Nicholas has a wide range of experience in financial planning and investment management.
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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PA
01/22/2007 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
IA
Issued 01/20/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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