The Herlihy Company, Inc.
The Herlihy Company, Inc. (CRD# 129153) is a financial advisory firm headquartered in Worcester, MA. They manage $42,014,111 in 297 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts297ACCOUNTS
Average Account Value$141,462
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at The Herlihy Company, Inc. in Worcester, MA and has over 22 years of experience in the finance industry. Brendan Herlihy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.