Robert M. Eberley

HIRTLE, CALLAGHAN & CO.

Pittsburgh, PA

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CRD#: 1691510

Professional summary

Robert Malone Eberley is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in Pittsburgh, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 11 firms and has passed the Series 65, Series 63, Series 3, SIE, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Malone Eberley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 12, 2017 - Present

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

Pittsburgh, PA

Past

March 16, 2015 - April 27, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

January 23, 2015 - April 27, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 27, 2011 - December 3, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

MORRISTOWN, NJ

Past

March 14, 2011 - May 25, 2011

MAYBANK SECURITIES USA INC.

CRD#: 27861

NEW YORK, NY

Past

August 13, 2008 - December 2, 2008

AUERBACH GRAYSON & COMPANY LLC

CRD#: 30761

NEW YORK, NY

Past

October 4, 2007 - June 19, 2008

BNP PARIBAS SECURITIES CORP.

CRD#: 15794

NEW YORK, NY

Past

August 18, 2000 - April 26, 2002

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

February 3, 1995 - August 16, 2000

CREDIT AGRICOLE SECURITIES (USA) INC.

CRD#: 190

NEW YORK, NY

Past

September 25, 1993 - February 14, 1995

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

January 26, 1993 - September 7, 1993

MEESPIERSON INVESTMENT FINANCE (U.S.) INC.

CRD#: 26106

Past

September 8, 1992 - October 22, 1992

MEESPIERSON INVESTMENT FINANCE (U.S.) INC.

CRD#: 26106

Past

October 19, 1988 - October 18, 1991

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HIRTLE, CALLAGHAN & CO., LLC

HIRTLE CALLAGHAN & CO INC | HIRTLE, CALLAGHAN & CO., LLC | HIRTLE CALLAGHAN & CO., LLC

CRD#: 105403 / SEC#: 801-32688

RIA

Registered Investment Advisory firm - (8/19/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(12/12/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/12/2018

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 4/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 11/9/2020

NFA Branch Manager Examination

Current Firm

HIRTLE, CALLAGHAN & CO., LLC

HIRTLE CALLAGHAN & CO INC | HIRTLE, CALLAGHAN & CO., LLC | HIRTLE CALLAGHAN & CO., LLC

CRD#: 105403 / SEC#: 801-32688

RIA

Registered Investment Advisory firm - (8/19/1988 Approved)

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Contact information

Main Address

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998

Mailing Address

Phone number

(610) 828-7200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 HIRTLE CALLAGHAN & CO., LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,746
AUM (Assets Under Management)	$ 20,992,384,760

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2024	Cover Page	Report
10/25/2023	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert M. Eberley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Malone Eberley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

MAYBANK SECURITIES USA INC.

AUERBACH GRAYSON & COMPANY LLC

BNP PARIBAS SECURITIES CORP.

ABN AMRO INCORPORATED

CREDIT AGRICOLE SECURITIES (USA) INC.

SALOMON BROTHERS INC.

MEESPIERSON INVESTMENT FINANCE (U.S.) INC.

MEESPIERSON INVESTMENT FINANCE (U.S.) INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

HIRTLE, CALLAGHAN & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2015

Series 63

Date: 4/13/2011

Series 3

Date: 2/12/2018

SIE

Date: 4/27/2017

Series 7

Date: 3/11/2011

Series 30

Date: 11/9/2020

Current Firm

HIRTLE, CALLAGHAN & CO., LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HIRTLE, CALLAGHAN & CO., LLC

TRUST BUT VERIFY

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