Pamela J. Hegarty

INTERGENERATION CAPITAL MANAGEMENT

ANDOVER, MA 01810

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CRD#: 2698539

Professional summary

Pamela Joan Hegarty, CFA, who also goes by Pamela Joan Dirubio, is a registered financial advisor currently at INTERGENERATION CAPITAL MANAGEMENT, LLC located in Andover, Massachusetts.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Pamela has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pamela Joan Dirubio

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Joan Hegarty's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 13, 2011 - Present

INTERGENERATION CAPITAL MANAGEMENT, LLC

Office #1: 300 Brickstone Square Suite 201, Andover, MA 01810

RIA

CRD#: 159087

ANDOVER, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/13/2011)

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Exams

Current Firm

INTERGENERATION CAPITAL MANAGEMENT, LLC

CRD#: 159087 / SEC#:

Massachusetts

Registered Investment Advisory firm - (10/13/2011 Approved)

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Contact information

Main Address

265 Franklin Street Suite 1702, Boston, MA 02110

Mailing Address

Phone number

(323) 892-1426

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 6,081,496

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Pamela J. Hegarty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Joan Hegarty's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERGENERATION CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

INTERGENERATION CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTERGENERATION CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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