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 an investment advisor in New York, New York. Currently a registered investment advisor with R. F. Lafferty & Co., Inc, they have gathered 18 years of practice as a registered investment advisor. Heidenreich has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Heidenreich is able to act as an advisor in New Jersey. Throughout their career, Heidenreich has worked at Spencer Trask Securities, Edi Financial Inc and R F Lafferty & Co Inc. R. F. Lafferty & Co., Inc is located in New York, New York, and operates out of three other locations in the United States. In total, R. F. Lafferty & Co., Inc manages $118 million in assets dispersed across 137 accounts and retains more than 75 people. The amount of assets the firm manages makes it one of the mid-sized investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 36% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. R. F. Lafferty & Co., Inc can provide portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

40 Wall Street Suite 1901
New York, NY 10005

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

Total Assets Under Management

$85,526,241

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

75

NY Average: 88
Total Number of Accounts

153

NY Average: 3,892
Average Account Size

$558,995

NY Average: $1,917,921

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Investment Advisory Services

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

John Heidenreich Work History

John has 18 years of experience.

2015 - Present (4 years)

R F Lafferty & Co Inc

2014 - 2015 (1 year)

Edi Financial Inc

2000 - 2014 (14 years)

Spencer Trask Securities

Disclosures

John Heidenreich has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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