John HealeyCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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