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Raymond Denis Hegarty

Fifth Third Wealth Advisors LLC

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About Raymond Denis Hegarty

Raymond Hegarty is a financial advisor with Fifth Third Wealth Advisors LLC. Raymond has been in the industry since January 1992 and has been registered as an investment advisor representative (IAR) in New York, Ohio, and Texas. Raymond holds the Series 6 and Series 63 licenses. Raymond has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Raymond is also a Chartered Financial Analyst (CFA). Fifth Third Wealth Advisors LLC provides financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Raymond Hegarty is currently registered with Fifth Third Wealth Advisors LLC. Fifth Third Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm that manages $571,665,625 in regulatory assets across 389 accounts. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They serve high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Fifth Third Wealth Advisors LLC

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$571.67M

Assets Under Management

Not reported

Total Clients

44

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Raymond Hegarty’s Registration & Firm History

NY

01/03/2024 - Present

Fifth Third Wealth Advisors LLC (Hartsdale NY)

NA

01/16/1992 - 09/10/1992

PML SECURITIES COMPANY

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Licenses & Designations

BC

Issued 01/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Denis Hegarty.
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