Rachael M. Ferraro
Professional summary
Rachael Marie Ferraro, who also goes by Rachael M. Ferraro, Rachael Ferraro, is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in West Conshohocken, Pennsylvania.
Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Rachael has worked at 3 firms and has passed the Series 65, Series 63, Series 3, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachael Marie Ferraro's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2026 - Present
HIRTLE, CALLAGHAN & CO., LLC
Office #1: 300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998March 9, 2020 - January 27, 2025
ROCKEFELLER FINANCIAL LLC
March 17, 2015 - March 4, 2020
J.P. MORGAN SECURITIES 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
(5/19/2026)
Exams
Current Firm
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
Contact information
SEC notice filing (32 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 |
|---|---|---|
| 12/15/2025 | ||
| 12/17/2024 | ||
| 10/25/2023 | ||
| 02/27/2023 |
Red Flags
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