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Hegarty Advisors, LLC

Headquartered in GARDEN CITY, NY

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Firm Information

Hegarty Advisors, LLC is an investment advisor based in Garden City, NY. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $125.3 million in assets for 370 clients. Hegarty Advisors, LLC is registered with the SEC and its SEC number is 801-124958. You can reach them at their website, http://www.hegartyadvisors.com.

Hegarty Advisors, LLC

1461 FRANKLIN AVE

GARDEN CITY, NY 11530

$125.30M

Assets Under Management

10

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HEGARTY ADVISORS, LLC has a total of 1 branch locations across the country.
location

GARDEN CITY, NY

Advisors at Hegarty Advisors, LLC

View All 2 Advisors
Unclaimed
Brian Andrew Hegarty

RA

GARDEN CITY, NY

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Kevin Patrick Hegarty

CFP®, CFA®, RA

GARDEN CITY, NY

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Disclosures

There are no public disclosures for Hegarty Advisors, LLC.

Frequently Asked Questions (6)

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