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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hegarty is an investment advisor representative with Hegarty Advisors, LLC located in Garden City, NY. Brian has been in the securities industry for 27 years and has earned the Series 7, 55, 57TO, 63 and 65 licenses. Brian Hegarty and Hegarty Advisors, LLC provide financial planning and portfolio management services to individuals and high-net-worth individuals. Brian is a registered Investment Advisor in the state of New York and has been a registered representative in New York and Texas. Brian was previously employed by Berenberg Capital Markets LLC, BTIG, LLC and Credit Suisse Securities (USA) LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/28/2024 - Present
Hegarty Advisors, LLC (GARDEN CITY NY)
NY
01/13/2020 - 08/17/2023
BERENBERG CAPITAL MARKETS LLC (NEW YORK NY)
NY
06/12/2017 - 12/02/2019
BTIG, LLC (Garden City NY)
NY
06/05/1998 - 06/22/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/18/1996 - 02/09/1998
BZW SECURITIES INC. (NEW YORK NY)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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