Thomas
Healy
United Asset Strategies Inc
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About this Advisor
Thomas Healy is a financial advisor working in Garden City, New York with a total of 2 years of industry experience. Healy is currently employed by United Asset Strategies Inc. The advisor has gained experience at United Asset Strategies, Inc and Bessemer Trust Company, Na. Healy is approved to serve investors in New York. United Asset Strategies Inc is a company that has its headquarters in Garden City, NY. It handles $1 billion in assets between its 3,656 accounts, placing it among the biggest firms in the country by assets under management. The firm advises five charitable organizations. Of its 3,656 accounts, 21% are held by high-net-worth investors who have at least $1 million in assets available to invest. United Asset Strategies Inc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on which service is offered. Fees charged by United Asset Strategies Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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United Asset Strategies Inc Brokerage Details
$1,328,700,000
30
3,656
$363,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Healy Work History
Thomas has been registered as a financial advisor for 2 years.*
United Asset Strategies, Inc
Bessemer Trust Company, Na
*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 United Asset Strategies Inc
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
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