Healy
Marroy

Ellevest

CRD#6453751
Investment Advisor
in Austin, TX

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

Austin, TX

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Ellevest Brokerage Details

Total Assets Under Management

$1,902,522,616

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

104

TX Average: 88
Total Number of Accounts

144,143

TX Average: 3,892
Average Account Size

$13,199

TX Average: $1,917,921

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

2023 - Present (2 years)

Ellevest

2022 - 2023 (1 year)

Finwhip Technologies

2017 - 2022 (5 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors

2016 - 2017 (1 year)

Graf Financial, LLC

2015 - 2016 (1 year)

The Shobe Financial Group

2014 - 2015 (1 year)

Louisiana State University

2013 - 2017 (4 years)

Louisiana State University

2012 - 2015 (3 years)

Reagan & Reagan Cpa

Created with Highcharts 6.0.7

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

Ehijie Sado
New York, NY
Katelyn Schwartz
New York, NY
Kristen Goodman
New York, NY
Lynn Ackerman
Lisle, IL
Michelle Petrowski
New York, NY
Samantha Vient
Costa Mesa, CA
Lyndsi Stender
Beaverton, OR
Alondra Garcia
Virginia Beach, VA

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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