Leonard HirshCRD Number: 4216156
Current Firm: Seia
Leonard Hirsh (CRD# 4216156) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 23 years of experience in the finance industry. Leonard Hirsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Ses Inc.||Los Angeles, CA||Jul 2023 - Current||< 1|
|Signature Estate & Investment Advisors LLC||Redondo Beach, CA||Oct 2015 - Current||8|
|Royal Alliance Associates, Inc.||Los Angeles, CA||Nov 2018 - Jul 2023||4|
|Sii||Los Angeles, CA||Nov 2015 - Nov 2018||3|
|Kayne Anderson Rudnick||Los Angeles, CA||Jun 2013 - Sep 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management11,666MILLIONS
Total Number of Accounts17,180ACCOUNTS
Average Account Value$679,039
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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