Sameena Shakir (CRD# 7710276) 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.
CRD# 1272342
Lpl Financial LLC
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hirtle, Callaghan & Company, LLC | West Conshohocken, PA | Jul 2019 - Current | 4 |
| City Of London Investment Management Co Ltd | Coatesville, PA | Oct 2015 - Jul 2019 | 3 |
| Unemployed | Bryn Mawr, PA | Jul 2015 - Sep 2015 | < 1 |
| Bloomberg LP | Skillman, NJ | Nov 2014 - Jun 2015 | < 1 |
| Unemployed | Dammam, | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- PA
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Total Assets Under Management19,228MILLIONS
-
Total Number of Accounts1,844ACCOUNTS
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Average Account Value$10,427,141
- A percentage of assets under your management
- Performance-based fees
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV, WY
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