Mitchell Hirsch, financial advisor Charlotte NC
71 score

Mitchell Hirsch

CRD Number: 1147538
Current Firm: Great Lakes & Atlantic Wealth Management And Advisory Partners

Mitchell Hirsch (CRD# 1147538) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory, LLC Coral Springs, FL Jan 2017 - Current 1
Great Lakes And Atlantic Wealth Management Charlotte, NC Jan 2017 - Current 1
Wells Fargo Advisors Financial Network, LLC Coral Springs, FL Oct 2013 - Jan 2017 3
Bank Of America, N.a. Coral Springs, FL Mar 2012 - Oct 2013 1
Merril Lynch Coral Springs, FL Dec 2011 - Oct 2013 1
Morgan Keegan & Company Inc. Coral Springs, FL Mar 2010 - Dec 2011 1
Oppenheimer & Company Inc. Boca Raton, FL Apr 2008 - Mar 2010 1
A&j Advisory Services, LLC New York, NY Sep 2007 - Apr 2008 < 1
Lebenthal & Company, LLC New York, NY Sep 2007 - Mar 2008 < 1
Alexandra & James Company Coral Springs, FL Feb 2007 - Mar 2008 1
Everglades Parkland Advisors, LLC Coral Springs, FL Aug 2005 - Mar 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Dec 1983
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mitchell H. Hirsch
Phone Number: 7049190439
Registered State(s):
  • CA
  • NJ
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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