William Haggerty, financial advisor Ridgewood NJ

William Haggerty

CRD Number: 4735718
Current Firm: The Haggerty Investment Group, LLC

William Haggerty (CRD# 4735718) is an Investment Advisor Representative working at The Haggerty Investment Group, LLC in Ridgewood, NJ and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
The Haggerty Investment Group, LLC Ridgewood, NJ Oct 2013 - Current 10
Haggerty & Bosch, L. Ridgewood, NJ Jan 2001 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for William J. Haggerty
Phone Number: 201-447-0185
Registered State(s):
  • CA
  • NJ
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,042,027
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NJ

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