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GH

Gary Evan Hirschberg

AARON WEALTH ADVISORS
CHICAGO, IL
·CRD# 4985966·20 years experience

Professional Summary

Gary Evan Hirschberg is a registered financial advisor currently at AARON WEALTH ADVISORS located in Chicago, Illinois. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gary has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

AARON WEALTH ADVISORS·CRD# 298079
RIA
515 N. State St. Suite 1770, Chicago, IL 60654
September 21, 2018 - Present
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
October 24, 2006 - August 22, 2018

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Current Firm

AW
AARON WEALTH ADVISORS

AARON WEALTH ADVISORS | PLYMOUTH ROCK ASSET MANAGEMENT LLC | PLYMOUTH ROCK | AARON WEALTH ADVISORS LLC

CRD#: 298079 / SEC#: 801-113938
RIA
Registered Investment Advisory firm - SEC (9/20/2018 Approved)

Contact Information

Main Address

515 N. State St. Suite 1770, Chicago, IL 60654

Phone Number

(312) 506-5780

# of Employees

16

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AARON WEALTH ADVISORS LLC ADV PART 2A (9/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,672

AUM (Assets Under Management)

$4,288,292,230

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025Cover PageReport

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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) Member of the Board of Directors and the Finance Committee of International Hillel, a non-profit entity. Organization is not primarily engaged in investment-related activity. Start date is October 12, 2015. Five hours per month. Duties may include general oversight of investment-related activities.
(2) Member of the investment committee of the Indianapolis Museum of Art, a non-profit museum. Organization is not primarily engaged in investment-related activity. Organization is located at 4000 Michigan Rd, Indianapolis, IN 46208. Start date was June 1, 2018. Five hours per month. Duties include providing high level oversight and performance evaluations of the organization's investment accounts and investment account managers.

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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".
AW
AARON WEALTH ADVISORS

AARON WEALTH ADVISORS | PLYMOUTH ROCK ASSET MANAGEMENT LLC | PLYMOUTH ROCK | AARON WEALTH ADVISORS LLC

CRD#: 298079 / SEC#: 801-113938
RIA
Registered Investment Advisory firm - SEC (9/20/2018 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.
IAR
Texas
(9/21/2018)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2006About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Oct 2006About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gary Evan Hirschberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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GH
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