Chief Compliance Officer and Chief Investment Officer · Hirst Financial Independence Planning, Inc.
Leonard T. Hirst
CRD 1235202 · Named on Form ADV at one SEC-registered adviser
At a glance
Hirst Financial Independence Planning, Inc., an SEC-registered asset manager based in Fall River, MA with $0 in regulatory assets, lists Leonard T. Hirst on its Form ADV as Chief Compliance Officer and Chief Investment Officer, a control person.
Firms and roles
- Hirst Financial Independence Planning, Inc.Chief Compliance Officer and Chief Investment OfficerAsset manager · Fall River, MA · $0M in regulatory assets
AtlasMembers
Leonard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mary M. Defrias HirstChief Executive Officer and President, Hirst Financial Independence Planning, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.