Sterling
Hirsch

Infinity Financial Services Advisory

CRD#4867105
Investment Advisor
in Oakland, CA

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About this Advisor

Sterling Hirsch is a financial advisor based in Oakland, California, working with Infinity Financial Services Advisory. Sterling has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Infinity Financial Services, and Infinity Financial Services Advisory. Sterling has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and North Carolina. Currently, Sterling is part of Infinity Financial Services Advisory, which operates out of Oakland, California. The firm has 33 offices and 37 employees. The firm manages assets totaling $145.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Infinity Financial Services Advisory includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

212 9Th Street Suite 202
Oakland, CA 94607

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Infinity Financial Services Advisory Brokerage Details

Total Assets Under Management

$145,046,777

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

37

CA Average: 43
Total Number of Accounts

901

CA Average: 3,727
Average Account Size

$160,984

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Sterling Hirsch Work History

2020 - Present (4 years)

Infinity Financial Services Advisory

2018 - Present (6 years)

Infinity Financial Services

2013 - 2018 (5 years)

First Allied Securiites, Inc

2013 - 2018 (5 years)

First Allied Advisory Services

Disclosures

Please visit the SEC profile of Sterling Hirsch 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 Infinity Financial Services Advisory

Pietro Puducay
Oakland, CA
Michael Hug
Oakland, CA
William Monsted
Oakland, CA
Mario Reina
Oakland, CA
Bradford Jones
Oakland, CA
Anna Marie Lovell
Oakland, CA
Sterling Hirsch
Oakland, CA
Thomas Vigil
Oakland, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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