MH
MH

Martin Hegarty

12 Years of Experience
Naples, FL
Broker

Martin Hegarty is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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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.

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Other Business Activities

Martin serves as a trustee for a trust in Naples, Florida, since 2007. This activity does not require time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Banc of America Securities LLCBroker
February 2009 - July 2010 · 1 yr 5 mos
Merrill Lynch Government Securities INC.Broker
October 2005 - February 2009 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - February 2009 · 4 yrs 10 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Martin Hegarty - Financial Advisor | TrueAdvisor