Paul
Harrigan
Wharton Midmarket Investment Advisors Inc
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About this Advisor
Paul Harrigan is a financial advisor working out of Woodbridge, Connecticut, with 2 years of industry experience. Harrigan is on the advisory team at Wharton Midmarket Investment Advisors Inc. Throughout their career, Harrigan has worked at Wharton Midmarket Advisors LLC, Independent Investment Bankers Corp and Wharton Midmarket Securities, Inc. Harrigan maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Connecticut. Wharton Midmarket Investment Advisors Inc is an advisory business headquartered in Woodbridge, CT. It administers $126 million in assets under management across its 29 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 29 accounts, 79% are held by high-net-worth individuals who have at least $1 million in investable assets. Wharton Midmarket Investment Advisors Inc has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice depend on which service is provided. However, fee types billed by Wharton Midmarket Investment Advisors Inc likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wharton Midmarket Investment Advisors Inc Brokerage Details
$125,899,886
2
29
$4,341,375
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Harrigan Work History
Paul has been registered as a financial advisor for 2 years.*
Wharton Midmarket Securities, Inc
Independent Investment Bankers Corp
Wharton Midmarket Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
