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 registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage‑of‑AUM charging with hourly and fixed‑fee engagements. The adviser is not positioned as a capital allocator, does not describe itself as an ESG investor, and does not operate as a multi‑state or pension consultant 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 2Brian 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 56Active vs passive
$129M in ETFs
94%
$122M
3%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $16M | 212,817 | 12.41% |
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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