David Allan Hirsch

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 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

• 03/2016 → Present
  Ubs Financial Services Inc
  Chicago, IL

Previous Registrations

• 2008-02-11 → 2016-04-05
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
• 1993-07-31 → 2008-02-14
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) Cashflow, LLC / 41 Steeplecahse Road Barrington,IL 60010 / Other/ Real Estate / rental real estate / Other / sole member/manager / oversee real estate investments / Start Date 6/1/04 LLC /// 2) DAECA, LLC / 525 W. Monroe Street Chicago,IL 60660 / Company/ Real Estate / Rental Real Estate / Other / Owner / Passive / Start Date 3/1/16 /// 3) Illinois Fatherhood Initiative / 1 N. Dearborn Street, 31000 Chicago,IL 60602 / Company/ Other non profit / connecting kids and dads / Other / founder / advocate for father involvement / Start Date 2/11/97 /// 4) 21st Century Dads Foundation / 1515 S. Grove Avenue, #3667 Barrington,IL 60010 / Company/ Other non profit / advocating for father involvement / Officer / / advoate for father involvement / Start Date 3/16/16 /// 5) TEAMDAD / 1515 S. Grove Avenue, #3667 Barrington,IL 60010 / Other/ Charities, Cultural, Educational & Political Organisations / promoting fatherhood and tools for dads / Other / founder, spouse is president / chief encouragement officer / Start Date 3/1/12 social business venture /// 6) ACEAD, Ltd / 71 Fort Street East End District,Grand Cayman KY1-1104 / Company/ Real Estate / Rental Property / Member of Board of Directors / / Maintain property. / Start Date 4/13/16 /// 7) 21st Century Dads: A Father's Journey ... (A Book) / 1515 S. Grove Avenue, #3667 Barrington,IL 60010 / No/ Non Profit / USD / No / No / / Start Date 5/21/16 /// 8) AECAD, LTD/investment related?: yes/ Barrington, IL 60010/ holds a second home/rental property in the Cayman Islands, known as White Cottage managed by Luxury Cayman Villas./Proprietor / owner/Responsible for maintenance and upkeep of property, inside and out./ start date: 4/1/2016 /// 9) Alpha Beta Association of Theta Xi Fraternity; 515 S. Grove Avenue, #3667, Barrington, IL 60010; Company; Charity; alumni association for local fraternity at University of Illinois; Officer; president, board leadership; Start date: 7/1/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-03
• S63 Uniform Securities Agent State Law Examination
  1985-03-21