Leonard T. Hirst

HIRST FINANCIAL INDEPENDENCE PLANNING

FALL RIVER, MA 02721

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CRD#: 1235202

Professional summary

Leonard Thomas Arthur Hirst II, CFP®, who also goes by Lenny Hirst II, Leonard Thomas Hirst Ii, is a registered financial advisor currently at HIRST FINANCIAL INDEPENDENCE PLANNING, INC. located in Fall River, Massachusetts.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Leonard has worked at 9 firms and has passed the Series 63, Series 65, Series 22, Series 6, Series 7, Series 24, Series 8 and Series 4 exams.

At a Glance

Always Fiduciary

Aliases

Lenny Hirst Ii | Leonard Thomas Hirst Ii

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.

NAME OF BUSINESS: Law Office of Leonard T.A. Hirst, II NATURE: Law office START: 01/29/2015 POSITION: Attorney APPX. HRS/MONTH: 20 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: Attorney NAME OF BUSINESS: Notary Public NATURE: Notary START: 12/01/2003 POSITION: Notary APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Notarize documents

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Thomas Arthur Hirst II'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®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 23, 2026 - Present

HIRST FINANCIAL INDEPENDENCE PLANNING, INC.

Office #1: 99 South Main Street Suite 351, Fall River, MA 02721

RIA

CRD#: 342919

FALL RIVER, MA

Past

July 21, 2014 - August 18, 2026

CWM, LLC

RIA

CRD#: 155344

Fall River, MA

Past

July 16, 1997 - August 17, 1999

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

April 14, 1994 - October 16, 2014

HIRST WEALTH MANAGEMENT, INC.

RIA

CRD#: 121235

WESTPORT, MA

Past

October 29, 1993 - April 5, 1995

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

March 2, 1993 - November 3, 1993

G.R. STUART & COMPANY, INC.

CRD#: 29101

MAYNARD, MA

Past

April 24, 1990 - March 6, 1993

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

September 9, 1986 - January 5, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

September 30, 1985 - May 8, 1990

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

April 18, 1984 - September 30, 1985

BURGESS & LEITH INCORPORATED

CRD#: 114

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

Massachusetts
(7/30/2026)

IAR

Texas
(7/23/2026)

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

Series 63

Date: 7/15/1997

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/23/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 22

Date: 2/19/1999

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/15/1997

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/1993

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 1/28/1988

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 4

Date: 3/26/1986

Registered Options Principal Examination

Current Firm

HIRST FINANCIAL INDEPENDENCE PLANNING, INC.

CRD#: 342919 / SEC#: 801-136636

RIA

Registered Investment Advisory firm - (7/8/2026 120-Day Approval)

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Contact information

Main Address

99 South Main Street Suite 351, Fall River, MA 02721

Mailing Address

P.o. Box 4030, Westport, MA 02790

Phone number

(508) 636-3595

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

06 02 2026 HFIP FORM ADV 2A AND B FINAL (6/2/2026)

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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Leonard T. Hirst

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Thomas Arthur Hirst II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

WATERSTONE FINANCIAL GROUP, INC.

HIRST WEALTH MANAGEMENT, INC.

COMMONWEALTH FINANCIAL NETWORK

G.R. STUART & COMPANY, INC.

COMMONWEALTH FINANCIAL NETWORK

DREXEL BURNHAM LAMBERT INCORPORATED

ADVEST, INC.

BURGESS & LEITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 7/15/1997

Series 65

Date: 6/23/1993

Series 22

Date: 2/19/1999

Series 6

Date: 7/15/1997

Series 7

Date: 4/14/1984

Series 24

Date: 12/1/1993

Series 8

Date: 1/28/1988

Series 4

Date: 3/26/1986

Current Firm

HIRST FINANCIAL INDEPENDENCE PLANNING, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

HIRST FINANCIAL INDEPENDENCE PLANNING, INC.

TRUST BUT VERIFY

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