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Susan Mcevoy

Managing Director at Hirtle & Co.

Investment adviser registrationWest Conshohocken, PASEC record checked 18 October 2026

19
Years in the industry
19
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Susan Mcevoy is Managing Director of Hirtle & Co., LLC, a West Conshohocken investment adviser managing $25.4B. Susan Mcevoy has been registered through Hirtle & Co. since 18 April 2007, has 19 years in the industry across 1 firm and has passed the Series 65 and Series 3.

Role at Hirtle & Co.

Title on Schedule A
Managing Director
Control
Susan Mcevoy is a control person of Hirtle & Co..
Ownership
An individual ownership band is not available in the source record.
Tenure
Susan Mcevoy has held the filed role since March 2023.

The firm

Hirtle & Co., LLC
West Conshohocken, PA

Form ADV filed 31 March 2026

$25.4B AUM1,791 clients48 advisers6 offices

Career on record

Susan Mcevoy has been registered through Hirtle & Co. since April 2007.

Firms and exams, newest first
  1. Passed Series 3 · 2013
  2. Hirtle & Co., LLCCurrent
    – present · 20 years
    West Conshohocken, PA · Adviser representative · Firm CRD 105403
  3. Passed Series 65 · 2007

Registrations and exams

Susan Mcevoy has a current investment-adviser registration in Pennsylvania and has passed 2 qualifying exams.

Pennsylvania18 April 2007
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6517 April 2007
Name
Uniform Investment Adviser Law Examination
Series 322 August 2013
Name
National Commodity Futures Examination

Individual record

Full name
Susan H. Mcevoy
CRD
5211449
Firm
Hirtle & Co., LLC
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 Susan Mcevoy work?

Susan Mcevoy has been Managing Director of Hirtle & Co., LLC since March 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Is Susan Mcevoy a financial advisor?

Yes. Susan Mcevoy has a current investment-adviser registration in Pennsylvania, through Hirtle & Co. since April 2007, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Susan Mcevoy have?

Susan Mcevoy has worked in the financial industry for 19 years as of 18 October 2026, counted from 17 April 2007, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Susan Mcevoy passed?

Susan Mcevoy has passed 2 licensing exams: the Series 65 and Series 3. The earliest, the Series 65, was passed in April 2007.

Source: IAPD individual record, checked 18 October 2026

Where is Susan Mcevoy based?

Susan Mcevoy’s registered office is in West Conshohocken, PA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Hirtle & Co.

Sources

  1. IAPD individual record, CRD 5211449. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hirtle & Co., LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Susan Mcevoy or Hirtle & Co., LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.