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Kevin Patrick Hegarty

Hegarty Advisors, LLC

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About Kevin Patrick Hegarty

Kevin Hegarty is a financial advisor with over 15 years of experience in the industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst® charterholder, and holds Series 63, 7, and 24 licenses. Kevin is currently registered as an Investment Advisor Representative with Hegarty Advisors, LLC, a firm he founded in 2019. Prior to starting his own firm, Kevin worked at UBS Securities LLC and Deutsche Bank Securities Inc. Hegarty Advisors, LLC specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. Kevin Hegarty's primary office is located in Garden City, New York.

Firm Information

Kevin Hegarty is currently registered with Hegarty Advisors, LLC. 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.

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Kevin Hegarty’s Registration & Firm History

NY

10/28/2024 - Present

Hegarty Advisors, LLC (GARDEN CITY NY)

NY

09/21/2016 - 11/06/2019

UBS SECURITIES LLC (NEW YORK NY)

NY

03/22/2006 - 09/22/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/04/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick Hegarty.
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