Thomas
Healy
Sargent Investment Group
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About this Advisor
Thomas Healy is a financial advisor working in Bethesda, Maryland, with a total of 5 years of relevant experience. Healy is an employee of Sargent Investment Group. Over the course of their career, Healy has held roles at Farr Miller & Washington, LLC, The University Of The South, Wells Fargo Clearing Services, LLC, Ntt Data Consulting (Prev:Carlisle & Gallagher Consulting Group) and Sargent Investment Group. Healy maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland and Texas. Sargent Investment Group is an advisory business that has its headquarters in Bethesda, MD. It manages $1 billion in total assets among its 1,139 client accounts, making it one of the bigger firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 1,139 client accounts, 58% are held by high-net-worth clients who have greater than $1 million in assets. The company has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically are based on the financial services offered. However, fees billed by Sargent Investment Group can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sargent Investment Group Brokerage Details
$1,012,662,000
13
1,139
$889,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Thomas Healy Work History
Thomas has been registered as a financial advisor for 5 years.*
Sargent Investment Group
Wells Fargo Clearing Services, LLC
Ntt Data Consulting (Prev:Carlisle & Gallagher Consulting Group)
Farr Miller & Washington, LLC
The University Of The South
*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 Thomas 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 Sargent Investment Group
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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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