Patrick
Hehir
Andrew Garrett Inc
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About this Advisor
Patrick Hehir is a financial advisor based in Newtown, Pennsylvania, working with Andrew Garrett Inc. Patrick has previously held a position at Andrew Garrett, Inc. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Connecticut, Florida, Illinois, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Currently, Patrick is part of Andrew Garrett Inc, which operates out of Newtown, Pennsylvania. The firm has 9 offices and 15 employees. The firm manages assets totaling $470.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Andrew Garrett Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Andrew Garrett Inc Brokerage Details
$470,136,139
15
1,161
$404,941
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patrick Hehir Work History
Andrew Garrett, Inc
Disclosures
Please visit the SEC profile of Patrick Hehir 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 Andrew Garrett, Inc
New York, NY
New York, NY
Palo Alto, CA
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
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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