Thomas Austin, financial advisor West Conshohocken PA

Thomas Austin

CRD Number: 5930423
Current Firm: Hirtle, Callaghan & Company, LLC

Thomas Austin (CRD# 5930423) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hirtle, Callaghan & Company LLC West Conshohocken, PA Jun 2017 - Current 6
The Bank Of New York Mellon Philadelphia, PA Feb 2015 - Jun 2017 2
Mcadam LLC Philadelphia, PA Jun 2012 - Dec 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Thomas L. Austin
Phone Number: 610-828-7200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,112
    MILLIONS
  • Total Number of Accounts
    2,379
    ACCOUNTS
  • Average Account Value
    $7,613,435
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

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, WY

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