Shamir Dov Hirsch

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 02/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Mamaroneck, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Garden City, NY

Previous Registrations

• 2006-09-15 → 2011-02-16
  Chase Investment Services Corp.
  Oakland Gardens, NY
  New York, NY
  White Plains, NY
• 2004-03-22 → 2004-11-05
  Chase Investment Services Corp.
  New York, NY
• 2003-07-25 → 2004-02-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-10
• S63 Uniform Securities Agent State Law Examination
  1999-12-23

Other Names

• Sharmir Hirsch