Hegarty Advisors, LLC
Firm details
- Headquarters
- Garden City, New York
- CRD number
- 306342
- Registered since
- May 5, 2022
- Website
- hegartyadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.1%
- Individuals15.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hegarty Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2022. The firm is individually owned and focuses on advising individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused adviser, is not set up as a multi-state adviser, and does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- US Government Bonds11%
- Exchange Traded Equities5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Brian Hegarty
Investment Advisor RepresentativeCRD 2796075
Kevin Hegarty
PrincipalCRD 5110292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$147M in ETFs
90%
$132M
3%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $18M | 214,818 | 12.25% |
Location
Garden City, NY
Nassau
Location
Garden City, NY
Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1461 Franklin Ave
- Time zone
- ET (UTC-5)
- Office locations
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