Terry J. Hirsch

CX INSTITUTIONAL

AUBURN HILLS, MI 48326

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CRD#: 1191287

Professional summary

Terry John Hirsch is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Auburn Hills, Michigan.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Terry has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry John Hirsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2025 - Present

CX INSTITUTIONAL, LLC

Office #1: 3121 University Drive Suite 100, Auburn Hills, MI 48326

RIA

CRD#: 292627

AUBURN HILLS, MI

Past

September 29, 2017 - July 23, 2025

TFG ADVISORS

RIA

CRD#: 288787

AUBURN HILLS, MI

Past

March 4, 2010 - December 31, 2017

TFG ADVISORS

RIA

CRD#: 112123

AUBURN HILLS, MI

Past

September 7, 2000 - April 1, 2005

APW CAPITAL, INC.

CRD#: 43814

ROCKAWAY, NJ

Past

March 31, 1999 - September 6, 2000

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 29, 1995 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

July 21, 1994 - September 18, 1995

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

CRD#: 17529

FARMINGTON HILLS, MI

Past

April 14, 1992 - June 27, 1994

FIDELITY EQUITY SERVICES CORPORATION

CRD#: 17455

Past

August 24, 1990 - March 19, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

August 24, 1990 - March 19, 1992

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/14/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/31/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/22/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CX INSTITUTIONAL, LLC

CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA

Registered Investment Advisory firm - (3/1/2018 Approved)

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Contact information

Main Address

200 East 7th Street, Auburn, IN 46706

Mailing Address

Phone number

(260) 927-1830

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)

ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	14,284
AUM (Assets Under Management)	$ 4,121,239,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terry J. Hirsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry John Hirsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

TFG ADVISORS

TFG ADVISORS

APW CAPITAL, INC.

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

FIDELITY EQUITY SERVICES CORPORATION

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CX INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2010

Series 63

Date: 8/24/1990

Series 7

Date: 7/31/1996

Series 6

Date: 8/22/1990

Current Firm

CX INSTITUTIONAL, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CX INSTITUTIONAL, LLC

TRUST BUT VERIFY

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