Theodore Michael Hirsch

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2012 → Present
  Hirsch Associates Inc
  Fairfield, IA
• 03/2020 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Other Businesses

1) Leppla Capital Management. Investment Related. Start date: 04/1/2020. Address: Rontgenstrasse 2 Ottersweier Baden Wurttemburg, Germany 77833. Title: Investment researcher. Duties: Perform investment research and write reports. Time spent during regular hours: 5%. 2) 3D Wealth Advisory. Investment related. Start date: 03/01/2020. Address: Rontgenstrasse 2 Ottersweier Baden Wurttemburg, Germany 77833. Title: Investment Specialist/Consultant. Duties: Manage model portfolios Provide market commentary and insight into market dynamics Individual client portfolio reviews. Time spent during regular hours: 15%. 3) Brahmananda Saraswati Foundation. Investment related. Start date: 07/06/2022. Address: Rontgenstrasse 2 Ottersweier Baden Wurttemburg, Germany 77833. Title: Board Member. Duties: Oversee and provide due diligence on the investment strategy in the charitable trust. Time spent during regular hours: 0%. 4) Centered Wealth. Investment related. Start date: 07/27/2023. Address: Rontgenstrasse 2 Ottersweier Baden Wurttemburg, Germany 77833. Title: Outside consultant. Duties: Provide analysis and recommendations for the model portfolios of Centered Wealth. Time spent during regular hours: 0%. 5) Investment consulting. Investment related. Start date: 01/04/2025. Address: Rontgenstrasse 2 Ottersweier Baden Wurttemburg, Germany 77833. Title: Outside consultant. Duties: Consult with Scott Kadish on the financial markets, the economy, central bank policy, and investment strategies.. Time spent during regular hours: 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-28