LPL Financial
41yrs
Top advisor by experience in Larchmont
23yrs
Patrick Haggerty
Financial advisor at Aegis Capital
Patrick Haggerty has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Larchmont, New York. Patrick joined Aegis Capital in 2019, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and hourly fees.
One of 23 advisors with offices in Larchmont, and one of 20 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 67% of advisors in New York
Office1940 Palmer Ave. Suite 8, Larchmont, NY 10538
FirmAegis Capital
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$508,532
Advisors at the firm101
States licensed ?1 state
Services through Aegis Capital
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowAegis Capital Corp.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Aegis Capital at (212) 813-1010 and ask for Patrick Haggerty. Patrick works from the Larchmont, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2003, about 23 years. More experience than 67% of advisors in New York.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Aegis Capital reports being paid by a percentage of the assets they manage, hourly fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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