Brendan Harty (CRD# 6037497) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Middleton, MA | Dec 2018 - Current | 5 |
| Harty Financial | Middleton, MA | Apr 2017 - Current | 7 |
| Nylife Securities, LLC | Waltham, MA | Apr 2012 - Current | 12 |
| New York Life Ins Co | Waltham, MA | Mar 2012 - Current | 12 |
| Harty Financial & Insurance Services | Middleton, MA | Dec 2016 - Apr 2017 | < 1 |
| River Financial Group, LLC | Waltham, MA | Apr 2015 - Aug 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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