Paul
Harrigan
Wharton Midmarket Investment Advisors Inc
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About this Advisor
Paul Harrigan is a financial advisor based in Woodbridge, Connecticut, working with Wharton Midmarket Investment Advisors Inc. Paul has previously held positions at Wharton Midmarket Advisors LLC, Independent Investment Bankers Corp, and Wharton Midmarket Securities, Inc. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Paul is part of Wharton Midmarket Investment Advisors Inc, which operates out of Woodbridge, Connecticut. The firm has 2 employees and manages assets totaling $140.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Wharton Midmarket Investment Advisors Inc includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
Office Location
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Wharton Midmarket Investment Advisors Inc Brokerage Details
$140,675,095
2
35
$4,019,288
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Harrigan Work History
Wharton Midmarket Securities, Inc
Independent Investment Bankers Corp
Wharton Midmarket Advisors LLC
Disclosures
Please visit the SEC profile of Paul Harrigan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wharton Midmarket Investment Advisors Inc
Woodbridge, CT
Milford, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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