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Gerard Splane Edward Heffernan

WALTHAUSEN & CO., LLC·MALTA, New York
Unclaimed Profile
2691 ROUTE 9, MALTA, NY 12020-4319CRD# 4665274Firm CRD# 144996
01

About

Gerard Splane Edward Heffernan is a registered financial advisor based in MALTA, New York, affiliated with WALTHAUSEN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WALTHAUSEN & CO., LLC
WALTHAUSEN & CO., LLC
AUM
$489M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WALTHAUSEN & CO., LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4665274
Firm CRD# 144996
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerard Splane Edward Heffernan offer?
Gerard Splane Edward Heffernan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALTA, New York for a consultation.
What are Gerard Splane Edward Heffernan's credentials?
Gerard Splane Edward Heffernan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Splane Edward Heffernan located?
Gerard Splane Edward Heffernan is based in MALTA, New York, working with WALTHAUSEN & CO., LLC. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Gerard Splane Edward Heffernan charge for services?
Gerard Splane Edward Heffernan'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 WALTHAUSEN & CO., LLC?
WALTHAUSEN & CO., LLC has approximately 8 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MALTA
Paul Timothy Nichols — WALTHAUSEN & CO., LLCStanley Michael Westhoff — WALTHAUSEN & CO., LLCDeforest Richard Hinman — WALTHAUSEN & CO., LLCMark Logan Hodge — WALTHAUSEN & CO., LLCJohn Butler Walthausen — WALTHAUSEN & CO., LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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