Brian Hegarty
Hegarty Advisors · Garden City, New York
Brian Hegarty is a fee-only financial advisor at Hegarty Advisors in Garden City, New York. Hegarty Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hegarty Advisors |
|---|---|
| Based in | Garden City, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.1M across 431 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2796075 |
| Exams passed | Series 63 (1996) · Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hegartyadvisors.com |
| Profile |
How Brian's firm compares
- Hegarty Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 431 accounts).
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Questions about Brian
Is Brian Hegarty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Hegarty Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Hegarty Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Hegarty based?
Brian Hegarty is based in Garden City, New York.
Is Brian Hegarty registered with the SEC?
Yes. Brian Hegarty is registered as an investment adviser representative in NY and TX (CRD 2796075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hegarty Advisors manage?
Hegarty Advisors reports $171.1M across 431 accounts in assets under management.
How do I contact Brian Hegarty?
Through Brian's website, www.hegartyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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