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Terence Conger

Chief Investment Officer at Hirtle & Co.

Investment adviser registrationWest Conshohocken, PASEC record checked 17 October 2026

18
Years in the industry
15
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Terence Conger is Chief Investment Officer of Hirtle & Co., LLC, a West Conshohocken investment adviser managing $25.4B. Terence Conger has been registered through Hirtle & Co. since 17 February 2011, has 18 years in the industry across 2 firms and has passed the Series 7, Series 3 and Series 63.

Role at Hirtle & Co.

Title on Schedule A
Chief Investment Officer
Control
Terence Conger is a control person of Hirtle & Co..
Ownership
An individual ownership band is not available in the source record.
Tenure
Terence Conger has held the filed role since January 2024.

The firm

Hirtle & Co., LLC
West Conshohocken, PA

Form ADV filed 31 March 2026

$25.4B AUM1,791 clients48 advisers6 offices

Career on record

Terence Conger has been registered through Hirtle & Co. since February 2011, and before that through Cimarron Global Investors.

Firms and exams, newest first
  1. Hirtle & Co., LLCCurrent
    – present · 16 years
    West Conshohocken, PA · Adviser representative · Firm CRD 105403
  2. Cimarron Global Investors
    – · 2 years
    Dallas, TX · Adviser representative · Firm CRD 114795
  3. Passed Series 7, Series 3 and Series 63 · 1993

Registrations and exams

Terence Conger has a current investment-adviser registration in Pennsylvania and has passed 3 qualifying exams.

Pennsylvania17 February 2011
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6317 September 1993
Name
Uniform Securities Agent State Law Examination
Series 31 September 1993
Name
National Commodity Futures Examination
Series 725 August 1993
Name
General Securities Representative Examination

Individual record

Full name
Terence Bradley Conger
CRD
2249677
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 Terence Conger work?

Terence Conger has been Chief Investment Officer of Hirtle & Co., LLC since January 2024, and is a control person of the firm.

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

Is Terence Conger a financial advisor?

Yes. Terence Conger has a current investment-adviser registration in Pennsylvania, through Hirtle & Co. since February 2011, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Terence Conger have?

Terence Conger has worked in the financial industry for 18 years as of 17 October 2026, counted from 8 October 2008, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Terence Conger passed?

Terence Conger has passed 3 licensing exams: the Series 7, Series 3 and Series 63. The earliest, the Series 7, was passed in August 1993.

Source: IAPD individual record, checked 17 October 2026

Where did Terence Conger work before Hirtle & Co.?

Before Hirtle & Co., Terence Conger was registered through Cimarron Global Investors, August 2000 to December 2002.

Source: IAPD individual record, checked 17 October 2026

Where is Terence Conger based?

Terence Conger’s registered office is in West Conshohocken, PA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Hirtle & Co.

Sources

  1. IAPD individual record, CRD 2249677. 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 17 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 Terence Conger or Hirtle & Co., LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.