Patrick
Healy
Seamount Financial Group Inc
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About this Advisor
Patrick Healy is a financial advisor based in Colorado Springs, Colorado with 1 year of industry experience. Healy is on the advisory team at Seamount Financial Group Inc. Throughout their career, they have worked at Pacific Investment Management Company LLC, Pimco Investments LLC, Haley Stuart Group, Beacon Pointe Advisors, Seamount Financial Group, Liparita Cellars, Santiago Canyon College, The University Of Texas At Austin, Grove Point Investments, LLC and Seamount Financial Group Inc. Healy has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in California and Texas. Seamount Financial Group Inc is an advisory business based out of Colorado Springs, CO. The investment advisory business has offices in three locations and a total of 10 people on staff. It manages $529 million in assets among its 1,512 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,512 customer accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees depend on the services offered. However, fee types charged by Seamount Financial Group Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seamount Financial Group Inc Brokerage Details
$528,739,485
10
1,512
$349,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Healy Work History
Patrick has been registered as a financial advisor for 1 years.*
Grove Point Investments, LLC
Seamount Financial Group Inc
Seamount Financial Group
Pacific Investment Management Company LLC
Pacific Investment Management Company LLC
Pimco Investments LLC
Haley Stuart Group
Beacon Pointe Advisors
Seamount Financial Group
Liparita Cellars
The University Of Texas At Austin
Santiago Canyon College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Healy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seamount Financial Group Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Orange, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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