Nicholas
Fazzie
Hirtle, Callaghan & Co., LLC
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About this Advisor
Nicholas Fazzie is a financial advisor based out of Conshohocken, Pennsylvania, with 16 years of industry experience. Fazzie is currently employed by Hirtle, Callaghan & Co., LLC. They have spent their entire career at Hirtle, Callaghan & Co., Llc. Fazzie has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Pennsylvania. Hirtle, Callaghan & Co., LLC is a financial advisory company based out of Conshohocken, PA. The company has offices in seven locations and a total of 100 employees. It handles $18 billion in assets between its 2,379 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 127 charitable organizations. Of its 2,379 customer accounts, 44% belong to high-net-worth clients who have at least $1 million in assets. Hirtle, Callaghan & Co., LLC offers a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically vary depending on which service is offered. Fee types billed by Hirtle, Callaghan & Co., LLC likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hirtle, Callaghan & Co., LLC Brokerage Details
$18,112,361,189
100
2,379
$7,613,435
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nicholas Fazzie Work History
Nicholas has been registered as a financial advisor for 16 years.*
Hirtle, Callaghan & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Fazzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hirtle, Callaghan & Co., LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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