Chad Sheaffer, financial advisor West Conshohocken PA
98 score

Chad Sheaffer

CRD Number: 6418157
Current Firm: Hirtle, Callaghan & Company, LLC
Compensation Model: Fee Only

Chad Sheaffer (CRD# 6418157) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 6 years of experience in the finance industry.

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Company Name Location Dates Years
Hirtle Callaghan & Company LLC W. Conshohocken, PA Jul 2014 - Current 2
Unemployed Philadelphia, PA May 2014 - Jul 2014 < 1
Penn Mutual Life Insurance Horsham, PA Sep 2011 - May 2014 2
Pro Forma Staffing, LLC Philadelphia, PA Sep 2011 - Feb 2014 2
Drexel University Philadelphia, PA Sep 2008 - Jun 2013 4
Drexel University Philadelphia, PA Jun 2011 - Sep 2011 < 1
Susquehanna International Group Bala Cynwd, PA Sep 2010 - Jun 2011 < 1
Brownstone Cafe Middletown, PA May 2006 - Sep 2008 2
Middletown Area High School Middletown, PA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Chad Sheaffer
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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