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Robert Joseph Healy

R.J. HEALY & COMPANY·LAFAYETTE, California
Clean recordR.J. HEALY & COMPANY
3650 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 2775006Firm CRD# 134470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Healy · LAFAYETTE, CA
Registration
CRD #2775006 · R.J. HEALY & COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Joseph Healy is a registered financial advisor based in LAFAYETTE, California, affiliated with R.J. HEALY & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
R.J. HEALY & COMPANY
R.J. HEALY & COMPANY
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at R.J. HEALY & COMPANY →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2775006
Firm CRD# 134470
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Joseph Healy offer?
Robert Joseph Healy specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are Robert Joseph Healy's credentials?
Robert Joseph Healy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Healy located?
Robert Joseph Healy is based in LAFAYETTE, California, working with R.J. HEALY & COMPANY. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Robert Joseph Healy charge for services?
Robert Joseph Healy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.J. HEALY & COMPANY?
R.J. HEALY & COMPANY has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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