John
Heidenreich

R. F. Lafferty & Co., Inc

CRD#715761
Investment Advisor
in New York, NY

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About this Advisor

John Heidenreich is a chartered financial analyst who works in New York, New York who has 5 years of relevant experience. Heidenreich works at R. F. Lafferty & Co., Inc. Throughout their career, Heidenreich has worked at Spencer Trask Securities, Edi Financial Inc and R F Lafferty & Co Inc. Heidenreich holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Maryland, New Jersey and New York. R. F. Lafferty & Co., Inc is a financial advisory business that has its headquarters in New York, NY. The firm has offices in two locations and a total of 16 employees. It administers $34 million in total assets between its 104 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 104 customer accounts, 42% belong to high-net-worth investors who have more than $1 million in assets. The firm provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely depend on the financial services offered. However, fees charged by R. F. Lafferty & Co., Inc may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions

Office Location

40 Wall Street 29Th Floor
New York, NY 10005

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R. F. Lafferty & Co., Inc Brokerage Details

Total Assets Under Management

$34,144,753

NY Average: $7,464,549,021
Total Number of Employees

16

NY Average: 88
Total Number of Accounts

104

NY Average: 3,892
Average Account Size

$328,315

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Heidenreich Work History

John has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

R F Lafferty & Co Inc

2014 - 2015 (1 year)

Edi Financial Inc

2000 - 2014 (14 years)

Spencer Trask Securities

*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 John Heidenreich 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 R. F. Lafferty & Co., Inc

William Dipenice
Irvington, NY
Janice Ginsburg
Wayne, PA
Louis Ciavarella
Wayne, PA
Athanasios Tomaras
Oldsmar, FL
Richard Kreger
Weston, CT
James Mccrory
New York, NY
Van Olmstead
Wayne, PA
Robert Stravinski
New York, NY

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.

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