TrueAdvisor
TrueAdvisor
PH
CFP
PH
CFP

Patrick John Hehir

Andrew Garrett, INC.
36 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Andrew Garrett, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M

Fee Structure

Minimum Investment:$5K

Location

41 University Drive, Suite 400, Newtown, PA, 18940

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Patrick is a licensed health insurance agent selling health insurance through Aetna. This takes a few hours per week.

Employment History
Current Registrations
Andrew Garrett, INC.
April 2007 - Present · 18 yrs 10 mos
Andrew Garrett INC.Broker
February 2007 - Present · 19 yrs
Previous Registrations
S.W. Bach & Company
April 2006 - March 2007 · 11 mos
S.W. Bach & CompanyBroker
November 2005 - March 2007 · 1 yr 4 mos
Kirlin Securities INC.Broker
February 2001 - December 2005 · 4 yrs 10 mos
Kirlin Securities INC.Broker
June 2000 - December 2000 · 6 mos
Princeton Securities CorporationBroker
September 1995 - November 2001 · 6 yrs 2 mos
First Hanover Securities, INC.Broker
October 1994 - October 1995 · 1 yr
Thomas James Associates, INC.Broker
August 1994 - November 1994 · 3 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
June 1989 - September 1994 · 5 yrs 3 mos
State Registrations15 states
AZCACTFLGAILMANCNJNYPARISCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.