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Distance Only West Conshohocken, PA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Landau (CRD# 6893712) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 6 years of experience in the finance industry.
Matthew Lang (CRD# 6068845) is an Investment Advisor Representative working at Morgan Stanley in West Conshohocken, PA and has over 11 years of experience in the finance industry.
Catherine Lee (CRD# 7045061) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 1 year of experience in the finance industry.
Timothy Letter (CRD# 1896754) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 28 years of experience in the finance industry.
Rebecca Li-Huang (CRD# 3117230) is an Investment Advisor Representative working at Morgan Stanley in West Conshohocken, PA and has over 7 years of experience in the finance industry.
Susannah Madden (CRD# 4240203) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 23 years of experience in the finance industry.
Jason Mardinly (CRD# 5855687) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 13 years of experience in the finance industry. Jason Mardinly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph McErlean (CRD# 2463560) is an Investment Advisor Representative working at Lpl Financial LLC in West Conshohocken, PA and has over 30 years of experience in the finance industry.
Susan McEvoy (CRD# 5211449) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 17 years of experience in the finance industry.
Brian McGrath (CRD# 712367) is an Investment Advisor Representative working at Lpl Financial LLC in West Conshohocken, PA and has over 43 years of experience in the finance industry.