Peter Anthony Hirsch

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

• 06/1998 → Present
  Sunamerica Securities, Inc.
  Phoenix, AZ
• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ

Previous Registrations

• 2023-04-26 → 2024-11-08
  Arbor Point Advisors
  La Vista, NE
• 2023-05-08 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
• 2023-04-26 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2018-01-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2018-01-10 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
• 2002-02-04 → 2005-10-31
  Sunamerica Securities, Inc.
  Phoenix, AZ
• 2002-08-01 → 2002-08-09
  Spelman & Co., Inc.
  Phoenix, AZ
• 2002-08-01 → 2002-08-09
  Sentra Securities Corporation
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-27
• S63 Uniform Securities Agent State Law Examination
  1999-03-26