AdvisorOS Directory
Claim Profile
Unclaimed Profile
EH

Edward Thomas Heaphy

HEAPHY INVESTMENTS, LLC·SPRINGFIELD, Massachusetts
Clean record16 years registeredHEAPHY INVESTMENTS, LLC
32 HAMPDEN STREET, SPRINGFIELD, MA 01103CRD# 4337472Firm CRD# 151849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Thomas Heaphy · SPRINGFIELD, MA
Registration
CRD #4337472 · HEAPHY INVESTMENTS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

HEAPHY INVESTMENTS, LLC
Apr 2010 – present
02

Registrations & Exams

Registration record
First registered · April 20, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HEAPHY INVESTMENTS, LLC
CRD 151849 · SEC 801-70962
AUM
$48M
Regulatory assets under management
Employees
1
258 client accounts
Services offered by HEAPHY INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HEAPHY INVESTMENTS, LLC →
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SPRINGFIELD?

Browse all registered financial advisors in SPRINGFIELD, Massachusetts or claim this profile if it's yours.

Browse SPRINGFIELD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Thomas Heaphy offer?
Edward Thomas Heaphy specializes in Investment Management, Fee-Only Advisory. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are Edward Thomas Heaphy's credentials?
Edward Thomas Heaphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Thomas Heaphy located?
Edward Thomas Heaphy is based in SPRINGFIELD, Massachusetts, working with HEAPHY INVESTMENTS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Edward Thomas Heaphy charge for services?
Edward Thomas Heaphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEAPHY INVESTMENTS, LLC?
HEAPHY INVESTMENTS, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HEAPHY INVESTMENTS, LLC

Lois B Heaphy
SPRINGFIELD, MA

More Advisors in SPRINGFIELD, Massachusetts

John Arthur Vaccaro
MML INVESTORS SERVICES, LLC·SPRINGFIELD, MA
Mark Anthony Larose
MML INVESTORS SERVICES, LLC·SPRINGFIELD, MA
Mark Joseph Viviano
MML INVESTORS SERVICES, LLC·SPRINGFIELD, MA
Mary Bea Wilkinson
MML INVESTORS SERVICES, LLC·SPRINGFIELD, MA
Christine Spencer Frederick
MML INVESTORS SERVICES, LLC·SPRINGFIELD, MA
Frank Joseph Rispoli
MML INVESTMENT ADVISERS, LLC·SPRINGFIELD, MA
ChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile