Denise S. Iemolo
Professional summary
Denise Suzanne Iemolo, who also goes by Denise Suzanne Roessler, is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in West Conshohocken, Pennsylvania.
Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Denise has worked at 5 firms and has passed the Series 65, Series 63, Series 3, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Denise Suzanne Iemolo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 22, 2018 - Present
HIRTLE, CALLAGHAN & CO., LLC
Office #1: 300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998February 13, 2015 - August 28, 2017
MML INVESTORS SERVICES, LLC
March 4, 2002 - May 16, 2005
AMG DISTRIBUTORS, INC.
April 12, 2001 - April 8, 2005
RORER ASSET MANAGEMENT LLC
July 1, 1993 - July 31, 1995
SEI INVESTMENTS DISTRIBUTION CO.
Primary Firm SEC Registration
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2018)
Exams
Current Firm
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
Contact information
SEC notice filing (34 States and Territories)
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 | ||
| 10/25/2023 | ||
| 02/27/2023 |
Red Flags
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