Paul
Hickey

Bespoke Investment Group, LLC

CRD#2891106
Investment Advisor
in Harrison, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Hickey is a financial advisor based in Harrison, New York, working with Bespoke Investment Group, LLC. Paul has previously held positions at Bespoke Investment Group and Bespoke Investment Group, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Paul is part of Bespoke Investment Group, LLC, which operates out of Harrison, New York. The firm has 6 employees and manages assets totaling $51.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the publication of newsletters. The fee structure at Bespoke Investment Group, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees

Office Location

105 Calvert St., Suite 100
Harrison, NY 10528

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bespoke Investment Group, LLC Brokerage Details

Total Assets Under Management

$51,215,128

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

6

NY Average: 88
Total Number of Accounts

81

NY Average: 3,892
Average Account Size

$632,286

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Paul Hickey Work History

2007 - Present (17 years)

Bespoke Investment Group

2007 - Present (17 years)

Bespoke Investment Group, LLC

Disclosures

Please visit the SEC profile of Paul Hickey 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 Bespoke Investment Group, LLC

Jake Gordon
Harrison, NY
Francis Conway
Harrison, NY
Paul Hickey
Harrison, NY
Justin Walters
Harrison, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started