Sterling C. Hirsch

OPEN WATER ADVISORY PARTNERS

YUCAIPA, CA 92399

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CRD#: 4867105

Professional summary

Sterling Carmen Hirsch, who also goes by Sterling Hirsch, is a registered financial advisor currently at OPEN WATER ADVISORY PARTNERS located in Yucaipa, California.

Sterling is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sterling has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

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.

Blog Corner

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®

None

Experience

Current

August 5, 2026 - Present

OPEN WATER ADVISORY PARTNERS

Office #1: 34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399

RIA

CRD#: 342017

YUCAIPA, CA

Past

April 20, 2020 - July 31, 2026

INFINITY FINANCIAL SERVICES ADVISORY

RIA

CRD#: 304981

Palm Desert, CA

Past

December 20, 2018 - December 31, 2020

INFINITY FINANCIAL SERVICES

RIA

CRD#: 144302

Yucaipa, CA

Past

December 14, 2018 - July 31, 2026

INFINITY FINANCIAL SERVICES

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.

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.

CRD#: 26898

PALM SPRINGS, CA

Past

January 1, 2005 - February 6, 2008

WORLD GROUP SECURITIES, INC.

CRD#: 114473

ORANGE, CA

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

California
(8/5/2026)

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

IAR

Series 66

Date: 5/28/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/28/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/27/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OPEN WATER ADVISORY PARTNERS

OPEN WATER ADVISORY PARTNERS | OPEN WATER ADVISORY PARTNERS LLC

CRD#: 342017 / SEC#:

California

Registered Investment Advisory firm - (8/5/2026 Approved)

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Contact information

Main Address

34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399

Mailing Address

Phone number

(909) 206-5560

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Sterling C. Hirsch

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sterling Carmen Hirsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFINITY FINANCIAL SERVICES ADVISORY

INFINITY FINANCIAL SERVICES

INFINITY FINANCIAL SERVICES

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

CENTER STREET SECURITIES, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2010

Series 63

Date: 12/28/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/31/2010

Series 6

Date: 12/27/2004

Current Firm

OPEN WATER ADVISORY PARTNERS

Contact information

Documents

Red Flags

Company Information

OPEN WATER ADVISORY PARTNERS

TRUST BUT VERIFY

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