DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Duane Michael Hirsch
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Feb 22, 2023
In the industry
34 y
since Jul 16, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Corient independent RIA currentsince Feb 22, 2023 · Houston, Tx
- Stavis & Cohen Private Wealth, LLC formerMar 3, 2021 to Mar 31, 2023 · Houston, Tx
- Scf Private Wealth Holdings, LLC formerFeb 24, 2010 to Mar 15, 2021 · Houston, Tx
- Pnc Managed Account Solutions, Inc. formerFeb 24, 2005 to Mar 1, 2010 · Houston, Tx
- Osaic Fs, Inc. formerApr 12, 2004 to Jan 10, 2005 · Charlotte, Nc
- Uwharrie Investment Advisors, Inc. independent RIADec 10, 2002 to Oct 31, 2003 · Albemarle, Nc
Moves
a registration end followed by a registration begin elsewhere
- Stavis & Cohen Private Wealth, LLC to Corientleft Mar 31, 2023, registered Feb 22, 2023 (-37 days) · RIA to RIA · moved with a team
- Scf Private Wealth Holdings, LLC to Stavis & Cohen Private Wealth, LLCleft Mar 15, 2021, registered Mar 3, 2021 (-12 days) · RIA to RIA · moved with a team
- Pnc Managed Account Solutions, Inc. to Scf Private Wealth Holdings, LLCleft Mar 1, 2010, registered Feb 24, 2010 (-5 days) · Other
- Osaic Fs, Inc. to Pnc Managed Account Solutions, Inc.left Jan 10, 2005, registered Feb 24, 2005 (45 days) · Other
- Uwharrie Investment Advisors, Inc. to Osaic Fs, Inc.left Oct 31, 2003, registered Apr 12, 2004 (164 days) · Other
Signals
- Duane Michael Hirsch left Stavis & Cohen Private Wealth, Llc for Corient (registered 2023-02-22)Mar 31, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address