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John Michael Bozzone

Investment Adviser Representative at Hirtle & Co., LLC

West Conshohocken, PACRD #7350645Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Michael Bozzone is an investment adviser representative with Hirtle & Co., LLC in West Conshohocken, PA, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.

Office

300 Barr Harbor Drive, Fifth Floor
West Conshohocken, PA 19428-2998

Advisors at this office: 21

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/17/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hirtle & Co., LLCCurrent
11/17/2023 – West Conshohocken, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Il Pizzaiolo
    Jun 2017 – Aug 2017Pittsburgh, PA
  2. Serenity Hill Farms
    Jun 2012 – Aug 2019Cheswick, PA
  3. Robert's Carpeting & Fine Floors
    Jun 2020 – Aug 2020Pittsburgh, PA
  4. Northwestern Mutual
    Jun 2021 – Feb 2022Pittsburgh, PA
  5. Hirtle, Callaghan & Co., LLC
    Jun 2022 – Aug 2022West Conshohocken, PA
  6. Hirtle, Callaghan & Co., LLC
    Jul 2023 – no end date reportedWest Conshohocken, PA
  7. University of Delaware
    Aug 2019 – Jun 2023Newark, DE

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Hirtle & Co., LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Investment AdvisoryPortfolio ManagementFamily WealthInstitutional Investing

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
6
Main office:
West Conshohocken, PA
SEC file number:
801-32688

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Bozzone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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