Patrick
Healy

Cwm, LLC

CRD#6421333
Investment Advisor
in Norwell, MA

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About this Advisor

Patrick Healy is a certified financial planner who works out of Norwell, Massachusetts. Currently a registered financial advisor at Cwm, LLC, Healy has 10 years of professional experience as a financial advisor. Healy maintains a Series 63 license, which certifies them as a securities broker. Healy is able to work with clients in Massachusetts. Healy has gained experience at Commonwealth Of Massachusetts, Brigham And Women'S Hospital, United States Senate, Lpl Financial LLC, Northeast Planning Associates, Inc and Cwm, LLC. Cwm, LLC is based out of Norwell, Massachusetts, and has 123 brick-and-mortar locations throughout the country. In aggregate, Cwm, LLC oversees $12 billion in assets dispersed across 58,973 client accounts and employs more than 424 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 58,932 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

17 Accord Park Drive Suite 200
Norwell, MA 02061

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

MA Average: 226
Total Number of Accounts

58,973

MA Average: 7,467
Average Account Size

$201,737

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 10 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

Patrick Healy
Norwell, MA
Amy Cadwell
Orlando, FL
Kristen Rainone
Kissimmee, FL
Breanne Vugteveen
Grand Rapids, MI
Iker Pimienta
Spring, TX
Shayla Kriha
Omaha, NE
Robert Papa
Franklin Lakes, NJ
Aaron Schaben
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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