Erin HealeyCRD Number: 5607666
Current Firm: Guggenheim Investments
Erin Healey (CRD# 5607666) is an Investment Advisor Representative working at Guggenheim Investments in New York, NY and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Guggenheim Funds Distributors, Inc.||Lisle, IL||Mar 2011 - Current||7|
|Wealth Plan Advantage||Bayonne, NJ||Jul 2008 - Mar 2011||2|
|Better Homes Nj Vri Realtor||Bayonne, NJ||Mar 2004 - Dec 2009||5|
|Hci Mortgage||Parsippany, NJ||Jan 2008 - Jun 2008||< 1|
|Nj Dept Of Labor / Unemployment||Morris Plains, NJ||Jul 2007 - Jan 2008||< 1|
|Home Funding Group D.b.a. Homebanc, LLC||Parsippany, NJ||Jul 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management30,971MILLIONS
Total Number of Accounts162ACCOUNTS
Average Account Value$191,179,066
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.