Unclaimed Profile

Duane Michael Hirsch

STAVIS & COHEN PRIVATE WEALTH, LLC·HOUSTON, Texas

SIE, Series 7, Series 63, Series 65CFPClean record23 years registeredSTAVIS & COHEN PRIVATE WEALTH, LLC

1330 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 2113314Firm CRD# 312366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Duane Michael Hirsch · HOUSTON, TX

Registration

CRD #2113314 · STAVIS & COHEN PRIVATE WEALTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CORIENT

Feb 2023 – present

STAVIS & COHEN PRIVATE WEALTH, LLC

Mar 2021 – Mar 2023

HOUSTON, TX

SCF PRIVATE WEALTH HOLDINGS, LLC

Feb 2010 – Mar 2021

HOUSTON, TX

BBVA WEALTH SOLUTIONS INC.

Feb 2005 – Mar 2010

HOUSTON, TX

JEFFERSON PILOT SECURITIES CORP

Apr 2004 – Jan 2005

CHARLOTTE, NC

STRATEGIC INVESTMENT ADVISORS, INC.

Dec 2002 – Oct 2003

ALBEMARLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 10, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAVIS & COHEN PRIVATE WEALTH, LLC

CRD 312366 · SEC 801-120239

AUM

$754M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by STAVIS & COHEN PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STAVIS & COHEN PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Duane Michael Hirsch offer?

Duane Michael Hirsch specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Duane Michael Hirsch's credentials?

Duane Michael Hirsch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Duane Michael Hirsch located?

Duane Michael Hirsch is based in HOUSTON, Texas, working with STAVIS & COHEN PRIVATE WEALTH, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Duane Michael Hirsch charge for services?

Duane Michael Hirsch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAVIS & COHEN PRIVATE WEALTH, LLC?

STAVIS & COHEN PRIVATE WEALTH, LLC has approximately 23 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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