Leonard
Hirsh
Seia
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About this Advisor
Leonard Hirsh is a certified financial planner working out of Los Angeles, California with 7 years of relevant experience. Hirsh works at Seia. During their career, Hirsh has held roles at Sii, Kayne Anderson Rudnick, Signature Estate & Investment Advisors LLC and Royal Alliance Associates, Inc. Hirsh has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in California and Texas. Seia is a company operating out of Los Angeles, CA. It has offices in 12 locations and a total of 98 employees. It has $12 billion in total assets across its 17,180 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 16 charitable organizations. Of its 17,180 client accounts, 62% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. However, fees charged by Seia most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Leonard Hirsh Work History
Leonard has been registered as a financial advisor for 7 years.*
Royal Alliance Associates, Inc
Sii
Signature Estate & Investment Advisors LLC
Kayne Anderson Rudnick
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leonard Hirsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Los Angeles, CA
Irvine, CA
Houston, TX
Los Angeles, CA
Redondo Beach, CA
Los Angeles, CA
Los Angeles, CA
Redondo Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
