Gary Henry Hirsh

Employer firm

Highland Financial Advisors, LLC CRD 125838

$640M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 10/2001 → Present
  Sobel & Co., Inc.
  Livingston, NJ
• 04/2016 → 08/2020
  Stonegate Wealth Management
  Oakland, NJ
• 08/2020 → 08/2021
  Atlas Fiduciary Financial, Llc
  Oakland, NJ
• 08/2021 → Present
  Highland Financial Advisors, Llc
  Wayne, NJ

Previous Registrations

• 2020-09-29 → 2021-08-04
  Atlas Fiduciary Financial, Llc
  Oakland, NJ
• 2016-06-10 → 2020-08-17
  Stonegate Wealth Management, Llc
  Cary, NC
• 2004-03-31 → 2016-01-14
  Sobel Financial Advisors, Llc
  Livingston, NJ

Other Businesses

1. Sobel & Co: Address: 293 Eisenhower Parkway, Livingston, NJ; Title: Of Counsel; Start date: 10/2001; Duties: Tax preparation, accounting, and tax planning' Time: 80 hours, per month. Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-27

Designations

• Certified Financial Planner