William John Haggerty

Employer firm

The Haggerty Investment Group, LLC CRD 167130

$27.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Haggerty & Bosch, L.
  Ridgewood, NJ
• 10/2013 → Present
  The Haggerty Investment Group, Llc
  Ridgewood, NJ

Previous Registrations

• 2013-12-04 → 2015-12-31
  The Haggerty Investment Group, Llc
  Ridgewood, NJ
• 2010-06-08 → 2014-12-31
  Haggerty & Bosch, Llp
• 2004-04-13 → 2007-12-31
  Haggerty & Bosch, Llp
  Ridgewood, NJ

Other Businesses

Haggerty & Bosch, LLP, non investment related CPA/accounting practice, 79 Chestnut St, Ridgewood, NJ 07450, Founder/Owner, 01/2001 to Present, 40 hours/week devoted to this position.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-30