Bryan Hegarty, financial advisor Aztec NM

Bryan Hegarty

CRD Number: 702386
Current Firm: Hegarty Investment Logic, LLC

Bryan Hegarty (CRD# 702386) is an Investment Advisor Representative working at Hegarty Investment Logic, LLC in Aztec, NM and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Hegarty Investment Logic Aztec, NM Feb 2009 - Current 15
Hegarty Market Logic, LLC Aztec, NM Feb 2005 - Current 19
Sterne Agee Financial Services, Inc. Aztec, NM Mar 2011 - Nov 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Bryan V. Hegarty
Phone Number: 505-334-2011
Registered State(s):
  • CO
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $84,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, NM, TX

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