Mary Hirthler, financial advisor Berwyn PA

Mary Hirthler

CRD Number: 5808615
Current Firm: Jacobi Capital Management, LLC

Mary Hirthler (CRD# 5808615) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Jacobi Capital Management, LLC Berwyn, PA Jun 2015 - Current 8
Lpl Financial LLC Wilkes-barre, PA Aug 2014 - Current 9
Jacobi Capital Management, LLC Wilkes Barre, PA Sep 2014 - Jun 2015 < 1
The Blackstone Group New York, NY Sep 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Feb 2015
Contact Info for Mary E. Hirthler
Phone Number: 570-826-1801
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,428
    MILLIONS
  • Total Number of Accounts
    5,195
    ACCOUNTS
  • Average Account Value
    $274,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA, WV

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