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HEGARTY ADVISORS, LLC

GARDEN CITY, NY · CRD 306342 · IAPD ↗ · hegartyadvisors.com · 516-280-2323

$171.1MRegulatory AUM
2Advisory reps
2Employees
7Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
February 2026 — HEGARTY ADVISORS, LLC reported RAUM up 37% ($125.3M -> $171.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2025 — HEGARTY ADVISORS, LLC reported RAUM up 34% ($93.4M -> $125.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — HEGARTY ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — HEGARTY ADVISORS, LLC reported RAUM up 84% ($50.7M -> $93.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.