Timothy Tomalavage, financial advisor West Conshohocken PA
89 score

Timothy Tomalavage

CRD Number: 6187454
Current Firm: Hirtle, Callaghan & Company, LLC

Timothy Tomalavage (CRD# 6187454) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor West Conshohocken PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor West Conshohocken PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor West Conshohocken PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Hirtle Callaghan & Company LLC W. Conshohocken, PA Mar 2014 - Current 2
J.p. Morgan Securities LLC Newark, DE Apr 2013 - Mar 2014 < 1
Jpm Services Inc Eim Co Newark, DE Jun 2011 - Apr 2013 1
Ace Usa Wilmington, DE Jan 2011 - Jun 2011 < 1
Mikeys Bar & Grill Philadelphia, PA Jun 2010 - Jan 2011 < 1
Drexel University Philadelphia, PA Sep 2006 - Jun 2010 3
Mufson, Howe, Hunter & Company Philadelphia, PA Sep 2008 - Feb 2009 < 1
Ace Usa Philadelphia, PA Sep 2007 - Mar 2008 < 1
Cinema Center Camp Hill, PA Jan 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Timothy Tomalavage
Phone Number: 610-828-7200
Registered State(s):
  • PA
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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.