Deirdre M. Hegarty

GUIDING WEALTH MANAGEMENT

San Mateo, CA 94403

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CRD#: 7856455

Professional summary

Deirdre Mairead Hegarty is a registered financial advisor currently at GUIDING WEALTH MANAGEMENT, LLC located in San Mateo, California and BRANCH & BLOOM FINANCIAL PLANNING, LLC located in Menlo Park, California.

Deirdre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Deirdre has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Deirdre Mairead 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®

None

Experience

Current

March 8, 2024 - Present

GUIDING WEALTH MANAGEMENT, LLC

Office #1: 1900 S. Norfolk St. Suite 350, San Mateo, CA 94403

RIA

CRD#: 175242

San Mateo, CA

Current

January 19, 2026 - Present

BRANCH & BLOOM FINANCIAL PLANNING, LLC

Office #1: 1300 El Camino Real, Suite 100, Menlo Park, CA 94025

RIA

CRD#: 339754

MENLO PARK, CA

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

California
(3/8/2024)

IAR

Texas
(7/4/2024)

IAR

Texas
(1/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/29/2024

Uniform Investment Adviser Law Examination

Current Firm

GUIDING WEALTH MANAGEMENT, LLC

GUIDING WEALTH MANAGEMENT, LLC | GUIDING WEALTH, LLC

CRD#: 175242 / SEC#:

California

Registered Investment Advisory firm - (3/8/2024 Approved)

Nevada

Registered Investment Advisory firm - (1/12/2026 Terminated)

New Jersey

Registered Investment Advisory firm - (12/24/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/2/2025 Terminated)

Rhode Island

Registered Investment Advisory firm - (9/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/20/2015 Approved)

Vermont

Registered Investment Advisory firm - (8/8/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2007 N. Collins Blvd Ste 503, Richardson, TX 75080

Mailing Address

Phone number

(214) 810-3835

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 50,957,859

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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Deirdre M. Hegarty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deirdre Mairead Hegarty's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUIDING WEALTH MANAGEMENT, LLC

BRANCH & BLOOM FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/29/2024

Current Firm

GUIDING WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GUIDING WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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