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Providing Independent, Fee-only Advice

About Hegarty Advisors, LLC

Kevin is an investment advisor representative registered in the State of New York, Chartered Financial Analyst charterholder and the founder of Hegarty Advisors, LLC. Kevin helps clients by providing independent, fee only advice. His specialization includes investing for retirement, tax minimization, insurance coverage, college savings, retirement spending, managing employee benefits and advice on major financial expenditures.

Before starting Hegarty Advisors, Kevin provided financial advice and consulting services for almost twenty years. He started his professional career as a management consultant at PRTM (bought by PricewaterhouseCoopers) where he consulted with Fortune 500 Corporations, the Office of Secretary of Defense, and the U.S. intelligence community including the National Reconnaissance Office and Central Intelligence Agency given his Top Secret Clearance. After management consulting, he advised institutional equity investors at Deutsche Bank for over a decade. He was promoted to Managing Director in less than ten years and was the Head of New York Sales before leaving for UBS. At UBS, he held multiple roles including the Head of New York Advisory with responsibility for specialty sales, corporate access, domestic and international sales in New York. As an equity sales manager and a Chartered Financial Analyst charterholder at Deutsche Bank and UBS, he provided advice to the largest money managers in the world and helped bring dozens of companies to the public markets including GM, Alibaba, Hilton, FitBit, and Avago.

Prior to Consulting, Kevin served in the U.S. Army as a Captain in the Infantry branch. As an Airborne Ranger qualified officer, he held multiple leadership positions with the 1st Battalion, 8th Regiment of the 4th Infantry Division and the 3rd Infantry Regiment (Old Guard). While in the Old Guard, he was selected for the additional duty of a White House Military Social Aide for President George W. Bush.

Kevin was commissioned into the United States Army upon graduating the United States Military Academy. At West Point, he was the captain of the lacrosse team earning All Patriot League honors for three years, and was selected to play in the North-South College All Star Game. Kevin also earned an MBA from Johns Hopkins University and passed the Series 7, 24, and 63 exams.

Kevin and wife Heather reside in Garden City, New York with their five children. Kevin is an active member of the community and St. Joseph’s Church. Kevin has coached multiple teams for many years, is the treasurer of the Garden City Girls Lacrosse Club, founder and director of the Tradition girls lacrosse program, grade coordinator for Garden City boys lacrosse, and still plays for the men’s Throwbax team. Kevin enjoys running, exercising, skiing, and golfing in his free time.

Kevin is proud to be a member of the Financial Planning Association (FPA); and the Garrett Planning Network (GPN), an international affiliation of independent, fee-only financial planners dedicated to making competent, objective advice accessible to all people.

Kevin is happy to do an introductory meeting with no obligation to discuss your financial goals and dreams.

Kevin will provide independent advice for today and tomorrow. 

Please call 516-280-2323 or email kevin@hegartyadvisors.com