Healy
Marroy
Ellevest
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About this Advisor
Healy Marroy is a financial advisor based in Austin, Texas, working with Ellevest. Healy has previously held positions at Wells Fargo Clearing Services, LLC, Reagan & Reagan Cpa, Louisiana State University, The Shobe Financial Group, Wells Fargo Advisors, Graf Financial, LLC, Finwhip Technologies, and Ellevest. Healy has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Healy is part of Ellevest, which operates out of Austin, Texas. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Healy Marroy Work History
Ellevest
Finwhip Technologies
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Graf Financial, LLC
The Shobe Financial Group
Louisiana State University
Louisiana State University
Reagan & Reagan Cpa
Disclosures
Please visit the SEC profile of Healy Marroy 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 Ellevest
New York, NY
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