Patrick John Hehir
Investment adviser representative at Andrew Garrett, Inc.
19 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$521.3MFirm assets
Are you Patrick John Hehir? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Andrew Garrett, Inc.Feb 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, VA, WA).
Andrew Garrett, Inc.
$521.3MAssets managed
1,122Clients
12Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1945360
- Firm CRD
- 29931