John Healey, financial advisor Raleigh NC

John Healey

CRD Number: 7052621
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

John Healey (CRD# 7052621) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Raleigh, NC Nov 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Oct 2019 - Current 3
Unemployed Raleigh, NC Aug 2019 - Oct 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Dec 2018 - Aug 2019 < 1
The Capital Grille Raleigh, NC Jun 2016 - Nov 2018 2
The Van Dyck Schenectady, NY Jun 2011 - Feb 2018 6
Lucia Durham, NC Jan 2016 - Jun 2016 < 1
Unemployed Raleigh, NC Oct 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for John Healey
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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