Patrick
Healy

Cwm, LLC

CRD#6421333
Investment Advisor
in Waltham, MA

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About this Advisor

Patrick Healy is a certified financial planner operating in Waltham, Massachusetts, with a total of 12 years of work experience. Healy is currently employed by Cwm, LLC. Over the course of their career, Healy has held roles at Commonwealth Of Massachusetts, Brigham And Women'S Hospital, United States Senate, Lpl Financial LLC, Northeast Planning Associates, Inc and Cwm, LLC. Healy holds a Series 63 license, qualifying them as a securities broker, and can work in Massachusetts. Cwm, LLC is a financial advisory business operating in Waltham, Massachusetts. The firm has offices in 165 locations and a total of 990 financial advisors. It manages $20 billion in assets under management across its 82,314 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 82,314 customer accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets. Cwm, LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely depend on the services provided. However, fee types billed by Cwm, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

130 Turner St., Bldg. 3 Suite 620
Waltham, MA 02453

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,949,200,065

MA Average: $1,978,216,465
Total Number of Employees

990

MA Average: 226
Total Number of Accounts

82,314

MA Average: 7,467
Average Account Size

$242,355

MA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Patrick Healy Work History

Patrick has 12 years of experience.

2019 - Present (3 years)

Cwm, LLC

2018 - 2019 (1 year)

Northeast Planning Associates, Inc

2014 - 2019 (5 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Commonwealth Of Massachusetts

2013 - 2013 (< 1 year)

Brigham And Women'S Hospital

2010 - 2013 (3 years)

United States Senate

Disclosures

Patrick Healy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Ryan Ovenden
Sioux Falls, SD
Benjamin Hewlett
Midvale, UT
Scott Conroy
Omaha, NE
Daniel Adams
Kennewick, WA
Randy Harrison
Omaha, NE
Jackson Dewbre
Yuma, AZ
Randall Loemker
Omaha, NE
Robert Vettorel
Washington, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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