Matthew
Healey

Flagstar Advisors

CRD#7622469
Investment Advisor
in New York, NY

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About this Advisor

Matthew Healey is a financial advisor based in New York, New York, working with Flagstar Advisors. Matthew has previously held positions at Signature Securities Group Corp./Signature Bank, University Of Dayton, Cronin And Cronin Pllc, Certified Moving & Storage, Shelter Rock Tennis Club, Village Of Mineola, Kellenberg Memorial High School, Brother J Fox Latin School, and Flagstar Advisors/Flagstar Bank. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Flagstar Advisors, which operates out of New York, New York. The firm has 16 offices and 49 employees. The firm manages assets totaling $966.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Flagstar Advisors includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1400 Broadway, 16Th Floor
New York, NY 10018

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Flagstar Advisors Brokerage Details

Total Assets Under Management

$966,652,484

NY Average: $7,464,549,021
Total Number of Employees

49

NY Average: 88
Total Number of Accounts

1,588

NY Average: 3,892
Average Account Size

$608,723

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Matthew Healey Work History

2023 - Present (1 year)

Flagstar Advisors/Flagstar Bank

2022 - 2023 (1 year)

Signature Securities Group Corp./Signature Bank

2021 - 2021 (< 1 year)

Cronin And Cronin Pllc

2020 - 2020 (< 1 year)

Certified Moving & Storage

2019 - 2019 (< 1 year)

Shelter Rock Tennis Club

2018 - 2022 (4 years)

University Of Dayton

2018 - 2020 (2 years)

University Of Dayton

2018 - 2019 (1 year)

University Of Dayton

2018 - 2018 (< 1 year)

Village Of Mineola

2014 - 2018 (4 years)

Kellenberg Memorial High School

2012 - 2014 (2 years)

Brother J Fox Latin School

Disclosures

Please visit the SEC profile of Matthew Healey 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 Flagstar Advisors, Inc

Jonathan Lucente
New York, NY
Andrew Smith
Beverly Hills, CA
Douglas Geraghty
New York, NY
Jay Slade
Brooklyn, NY
Darren Castillo
Brooklyn, NY
Adam Waldman
New York, NY
Christopher Merrifield
Beverly Hills, CA
Michael Santucci
Great Neck, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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