Bernard Hirsh, financial advisor Yardley PA

Bernard Hirsh

CRD Number: 2322162
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bernard Hirsh (CRD# 2322162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Yardley, PA May 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton, NJ Sep 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Bernard L. Hirsh
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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