Nicholas Popolizio, financial advisor West Conshohocken PA

Nicholas Popolizio

CRD Number: 6985773
Current Firm: Hirtle, Callaghan & Company, LLC

Nicholas Popolizio (CRD# 6985773) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hirtle, Callaghan & Company LLC W. Conshohocken, PA May 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jul 2018 - May 2019 < 1
Washington College Chestertown, MD Aug 2014 - May 2018 3
Image First, Healthcare Laundry Farmington, CT Dec 2017 - Jan 2018 < 1
West Whiteland Exton, PA Jul 2017 - Aug 2017 < 1
Trion-mma King Of Prussia, PA May 2017 - Jul 2017 < 1
Germantown Academy Fort Washington, PA Aug 2010 - Aug 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Nicholas J. Popolizio
Phone Number: 610-828-7200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19,554
    MILLIONS
  • Total Number of Accounts
    1,622
    ACCOUNTS
  • Average Account Value
    $12,055,382
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY

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