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Paul Joseph Staab

Investment Adviser Representative at Hirtle & Co., LLC

Denver, COCRD #7053906Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
2

Professional summary

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

Paul Joseph Staab is an investment adviser representative with Hirtle & Co., LLC in Denver, CO, where they have been registered since 2018, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 3 (commodity futures). They are registered to provide investment advice in Colorado and Pennsylvania.

Office

The Citadel, 3200 Cherry Creek S. Drive, Suite 350
Denver, CO 80209

Advisors at this office: 2

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:
Colorado, Pennsylvania

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

Examinations passed
Series 3
National Commodity Futures Examination
Passed 3/5/2019
Series 30
NFA Branch Manager Examination
Passed 6/30/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hirtle & Co., LLCCurrent
12/17/2018 – Denver, CO

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. Hirtle Callaghan & Co. LLC
    Dec 2018 – no end date reportedDenver, CO
  2. Catholic Health Initiatives
    Jul 2012 – Nov 2018Englewood, CO

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

Other advisors at Hirtle & Co., LLC

Showing 12 of 40 in the directory

View Hirtle & Co., LLC firm profile

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Other advisors whose filed branch office is in the same city.

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. Paul Joseph Staab 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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Paul Joseph Staab (Hirtle & Co.) - Fees & Credentials