Healy Marroy (CRD# 6453751) is an Investment Advisor Representative working at Ellevest in Austin, TX and has over 6 years of experience in the finance industry. Healy Marroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellevest | Austin, TX | Jun 2023 - Current | < 1 |
| Finwhip Technologies | Sugarland, TX | Jul 2022 - Dec 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Austin, TX | Jun 2017 - Jun 2022 | 5 |
| Graf Financial, LLC | Baton Rouge, LA | Aug 2016 - May 2017 | < 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2013 - May 2017 | 3 |
| Wells Fargo Advisors | Austin, TX | Jun 2016 - Aug 2016 | < 1 |
| The Shobe Financial Group | Baton Rouge, LA | Feb 2015 - Jun 2016 | 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2014 - May 2015 | < 1 |
| Reagan & Reagan Cpa | Covington, LA | Aug 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- NY
- TX
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Total Assets Under Management1,903MILLIONS
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Total Number of Accounts144,143ACCOUNTS
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Average Account Value$13,199
- A percentage of assets under your management
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