Daniel Healey (CRD# 1264159) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 33 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Folger Nolan Fleming Douglas Incorporated | Washington, DC | Sep 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- DC
- MD
-
Total Assets Under Management1,023MILLIONS
-
Total Number of Accounts697ACCOUNTS
-
Average Account Value$1,468,377
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, DC, DE, GA, MD, NC, VA
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