Role at Hirtle & Co.
- Title on Schedule A
- Managing Director
- Control
- Garrett Wilson is a control person of Hirtle & Co..
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Garrett Wilson has held the filed role since March 2023.
The firm
Form ADV filed 31 March 2026
Career on record
Garrett Wilson has been registered through Hirtle & Co. since July 2014.
- Passed Series 30 · 2021
- Passed Series 3 · 2014
- Hirtle & Co., LLCCurrent– present · 12 yearsWest Conshohocken, PA · Adviser representative · Firm CRD 105403
- Passed Series 7 and Series 63 · 2008
Registrations and exams
Garrett Wilson has a current investment-adviser registration in Pennsylvania and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Pennsylvania | Investment adviser representative | Approved | 31 July 2014 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 2008 |
| Series 30 | NFA Branch Manager Examination | 26 March 2021 |
| Series 3 | National Commodity Futures Examination | 19 December 2014 |
| Series 7 | General Securities Representative Examination | 28 January 2008 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- NFA Branch Manager Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Garrett Rodgers Wilson
- CRD
- 5378505
- Registration status
- Investment adviser registration
- Office
- 300 BARR HARBOR DRIVE, FIFTH FLOOR, West Conshohocken, PA 19428-2998
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Garrett Wilson work?
Garrett Wilson has been Managing Director of Hirtle & Co., LLC since March 2023, and is a control person of the firm.
Is Garrett Wilson a financial advisor?
Yes. Garrett Wilson has a current investment-adviser registration in Pennsylvania, through Hirtle & Co. since July 2014, as of 18 October 2026.
How many years of experience does Garrett Wilson have?
Garrett Wilson has worked in the financial industry for 12 years as of 18 October 2026, counted from 30 July 2014, across 1 adviser firm.
What exams has Garrett Wilson passed?
Garrett Wilson has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 30. The earliest, the Series 7, was passed in January 2008.
Where is Garrett Wilson based?
Garrett Wilson’s registered office is in West Conshohocken, PA.
Leadership at Hirtle & Co.
- Jonathan HirtlePresident, Executive Chairman
- Alexander FormarizChief Financial Officer
- Geoffrey TrzepaczChief Operating Officer
- Syed EhtishamChief Compliance Officer & Chief Risk Officer
- Terence CongerChief Investment Officer
- Jamie EisnerGeneral Counsel
- Deborah HirtleDirector
- Susan McEvoyManaging Director
- Steven TuttlemanDirector