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HEGARTY ADVISORS, LLC
CRD 306342 · SEC 801-124958
1461 FRANKLIN AVE, GARDEN CITY, NY, 11530, United States
Phone
516-280-2323
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.1M
Discretionary AUM
$171.1M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $27.2M |
| High net worth individuals | 52 | $143.9M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD