Bradley Swinsburg, financial advisor Atlanta GA
96 score

Bradley Swinsburg

CRD Number: 3100975
Current Firm: Hirtle, Callaghan & Company, LLC

Bradley Swinsburg (CRD# 3100975) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hirtle, Callaghan & Company, LLC West Conshohocken, PA Feb 2011 - Current 5
J.p.morgan Securities Inc. Atlanta, GA Jan 2009 - Feb 2011 2
Gfg Securities, LLC Miami, FL Jun 2008 - Dec 2008 < 1
Goldman, Sachs & Company Miami, FL Jul 1998 - Jun 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Bradley D. Swinsburg
Phone Number: 610-828-7200
Registered State(s):
  • GA
  • PA
By the Numbers
  • Total Assets Under Management
    24,500
    MILLIONS
  • Total Number of Accounts
    4,433
    ACCOUNTS
  • Average Account Value
    $5,526,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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