William Haggerty (CRD# 4735718) is an Investment Advisor Representative working at The Haggerty Investment Group, LLC in Ridgewood, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Haggerty Investment Group, LLC | Ridgewood, NJ | Oct 2013 - Current | 10 |
| Haggerty & Bosch, L. | Ridgewood, NJ | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- CA
- NJ
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$2,000,581
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NJ
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