Edward Heaphy (CRD# 4337472) is an Investment Advisor Representative working at Heaphy Investments, LLC in Springfield, MA and has 1 year of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward T. Heaphy D/b/a/ Heaphy Trust Group | Springfield, MA | Oct 1989 - Current | 34 |
- MA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$320,164
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Other
MA
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