Kristofer T. Kelleher
Professional summary
Kristofer Thomas Kelleher, who also goes by Kristofer Thomas Kelleher, is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in West Conshohocken, Pennsylvania.
Kristofer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kristofer has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristofer Thomas Kelleher's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2021 - Present
HIRTLE, CALLAGHAN & CO., LLC
Office #1: 300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998August 6, 2002 - June 6, 2005
INVESTOR FORCE SECURITIES, INC.
June 14, 2001 - July 22, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
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
(5/28/2021)
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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