Duane Michael Hirsch

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 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

• 02/2010 → 03/2023
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 05/2014 → 07/2022
  Fsc Securities Corporation
  Houston, TX
• 01/2023 → Present
  Corient
  Houston, TX
• 07/2022 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2021-03-03 → 2023-03-31
  Stavis & Cohen Private Wealth, Llc
  Houston, TX
• 2010-02-24 → 2021-03-15
  Scf Private Wealth Holdings, Llc
  Houston, TX
• 2005-02-24 → 2010-03-01
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2004-04-12 → 2005-01-10
  Osaic Fs, Inc.
  Charlotte, NC
• 2002-12-10 → 2003-10-31
  Uwharrie Investment Advisors, Inc.
  Albemarle, NC

Other Businesses

Name - Duane and Martha Hirsch Sole Proprietorship Investment-related - Yes Address - Charlotte, NC Nature of business - Rental property Position - Owner Start date - 2019 Hours per month - 2 Hours during securities trading hours - None Duties - Owner - RE management company manages the property for us.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-16
• S63 Uniform Securities Agent State Law Examination
  1992-07-16

Designations

• Certified Financial Planner