Marc Daniel Hirshorn

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 03/2017
  Metlife Securities, Inc.
  Roanoke, VA
• 07/2001 → 03/2017
  Metropolitan Life Insurance Company
  Roanoke, VA
• 03/2017 → 06/2025
  Commonwealth Financial Network
  Waltham, MA
• 06/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2017 → Present
  Blue Haven Strategic Financial Group
  Roanoke, VA

Previous Registrations

• 2006-09-07 → 2017-03-03
  Msi Financial Services, Inc.
  Roanoke, VA
  Roanoke, VA

Other Businesses

1) 100% owner and president of Hirshorn Financial Services, LLC, entity created to receive proceeds associated with insurance, securities, and investment advisory businesses. Investment related and conducted from branch location. 2) Fixed insurance sales. Investment related and conducted from branch location.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-07
• S63 Uniform Securities Agent State Law Examination
  2000-11-27