Leonard
Hirsh

Seia

CRD#4216156
Investment Advisor
in Los Angeles, CA
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About this Advisor

Leonard Hirsh is a certified financial planner who works out of Los Angeles, California, with 11 years of work experience. Hirsh works at Seia. Throughout their career, they have worked at Watertower Group, Sii, Kayne Anderson Rudnick, Mattel, Beats Electronics, Ucla Anderson School Of Management, Royal Alliance Associates, Inc and Signature Estate & Investment Advisors LLC. Hirsh holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can work in California. Seia is an advisory business that has its headquarters in Los Angeles, California. It has offices in six locations and a total of 85 advisors. It oversees $6 billion in total assets across its 10,210 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 19 charitable organizations. Of its 10,210 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a number 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 management 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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2121 Avenue Of The Stars Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$6,223,150,162

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

11,606

CA Average: 3,727
Average Account Size

$536,201

CA Average: $2,033,427

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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 11 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

2015 - Present (4 years)

Sii

2015 - Present (4 years)

Signature Estate & Investment Advisors LLC

2013 - 2015 (2 years)

Kayne Anderson Rudnick

2012 - 2013 (1 years)

Beats Electronics

2010 - 2012 (2 years)

Mattel

2009 - 2010 (1 years)

Watertower Group

2007 - 2009 (2 years)

Ucla Anderson School Of Management

Disclosures

Leonard Hirsh has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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