SH
Sterling C. Hirsch
INFINITY FINANCIAL SERVICES ADVISORY
Yucaipa, CA 92399
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CRD#: 4867105
SH
Professional summary
Sterling Carmen Hirsch, who also goes by Sterling Hirsch, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Yucaipa, California and INFINITY FINANCIAL SERVICES located in Yucaipa, California.
Sterling is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Sterling has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sterling Hirsch
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.
1. Sterling First Financial, Investment related, 13137 5th Street Yucaipa, CA 92399, DBA, 160 hours per month, 160 during trading hours. 2. Sterling First Financial & Insurance Solutions, Investment related, 13137 5th Street Yucaipa, CA 92399, DBA, 11/15/2013, 160 hours per month, 160 during trading hours. 3. Sterling First Financial, Investment related, 13137 5th Street Yucaipa, CA 92399, Advisor, 1/18/2017, 20 hours per month, zero during trading hours, Estate/Financial planning. 4. CPA Team (Elite Resource Team), Not investment related, 13137 5th Street Yucaipa, CA 92399, Educational training, 06/12/2019, 20 hours per month, zero during trading hours. 5. Freelance Holdings LLC, Not investment related, 13137 5th Street Yucaipa, CA 92399, Rental Property, Member, 02/23/2021, approximately 5 hours per month, zero during trading hours. Duties: rental property management. 6. Collective VFO, Not investment related, 30 N Gould St; Ste N Sheridan WY, 82801, professional services liaison, Advanced Planning Lead, Employee, 12/13/2024, 20 hours/month, 20 hours/month during securities trading hours, Assist clients with efficiently navigating the complexities of sourcing professional service providers holistically. Form strategic alliances with tax professionals, who, in their capacity as such, help clients with tax reduction strategies. Manage CPA partner relationships, act as a professional liaison between CPA's and VFO Specialists on behalf of the CPA client, and share a proportion of professional liaison fees charged.
CRS (Client Relationship Summary) - RIA
Click below to view Sterling Carmen Hirsch's 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®
NoneExperience
Current
April 20, 2020 - Present
INFINITY FINANCIAL SERVICES ADVISORY
Office #1: 34475 Yucaipa Blvd Ste 208, Yucaipa, CA 92399Office #2: 74710 Highway 111 Ste 102, Palm Desert, CA 92260RIA
CRD#: 304981
Yucaipa, CA
Current
December 14, 2018 - Present
INFINITY FINANCIAL SERVICES
Office #1: 34475 Yucaipa Blvd Ste 208, Yucaipa, CA 92399Office #2: 74710 Highway 111 Ste 102, Palm Desert, CA 92260BD
CRD#: 144302
Yucaipa, CA
Past
December 20, 2018 - December 31, 2020
INFINITY FINANCIAL SERVICES
RIA
CRD#: 144302
YUCAIPA, CA
Past
November 18, 2013 - November 7, 2018
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
Yucaipa, CA
Past
November 15, 2013 - November 7, 2018
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
YUCAIPA, CA
Past
June 9, 2010 - November 15, 2013
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
PALM SPRINGS, CA
Past
February 3, 2010 - November 18, 2013
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
PALM SPRINGS, CA
Past
January 1, 2005 - February 6, 2008
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ORANGE, CA
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".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC
CRD#: 304981 / SEC#: 801-117719
RIA
Registered Investment Advisory firm - (12/5/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(12/14/2018)
IAR
California(4/20/2020)
RR
Georgia(1/18/2019)
RR
Illinois(6/17/2024)
RR
Nevada(6/5/2024)
IAR
North Carolina(8/27/2020)
RR
North Carolina(9/8/2020)
RR
Ohio(12/26/2018)
RR
Pennsylvania(12/18/2024)
RR
Washington(9/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC
CRD#: 304981 / SEC#: 801-117719
RIA
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Contact information
Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 150,097,662 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981Yucaipa, CA 92399TRUST BUT VERIFY
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