Heaphy Investments, LLC

Heaphy Investments, LLC (CRD# 151849) is a financial advisory firm headquartered in Springfield, MA. They manage $62,365,831 in 242 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Heaphy Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
Edward T. Heaphy
CRD#: 4337472
Springfield, MA 01103

Edward Heaphy (CRD# 4337472) is an Investment Advisor Representative working at Heaphy Investments, LLC in Springfield, MA and has 1 year of experience in the finance industry.

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