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).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $141,462
Compensation Options
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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.

MA

Financial Advisors at The Herlihy Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brendan C. Herlihy
CRD#: 2620937
34 Cedar Street, Worcester, MA 01609
96
Wealthminder
score

Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at The Herlihy Company, Inc. in Worcester, MA and has over 21 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.

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