Bruce A. Self
Professional summary
Bruce Anderson Self is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in West Conshohocken, Pennsylvania.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bruce has worked at 3 firms and has passed the Series 63, Series 3, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Anderson Self's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2024 - Present
HIRTLE, CALLAGHAN & CO., LLC
Office #1: 300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998May 25, 2022 - October 10, 2023
TRUIST INVESTMENT SERVICES, INC.
February 22, 2022 - October 10, 2023
TRUIST ADVISORY SERVICES, INC.
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
(1/16/2024)
Exams
Series 7TO
Date: 5/25/2022
General Securities Representative ExaminationCurrent 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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