AdvisorOS Directory
Claim Profile
MH

Mary Beth Healy

PLOTKIN FINANCIAL ADVISORS, LLC·CHEVY CHASE, Maryland
Unclaimed Profile
8401 CONNECTICUT AVENUE, CHEVY CHASE, MD 20815CRD# 4664352Firm CRD# 127635
01

About

Mary Beth Healy is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with PLOTKIN FINANCIAL ADVISORS, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
PLOTKIN FINANCIAL ADVISORS, LLC
PLOTKIN FINANCIAL ADVISORS, LLC
AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PLOTKIN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS
Regulatory
SEC/IARD CRD# 4664352
Firm CRD# 127635
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHEVY CHASE?

Browse all registered financial advisors in CHEVY CHASE, Maryland or claim this profile if it's yours.

Browse CHEVY CHASE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mary Beth Healy offer?
Mary Beth Healy specializes in Financial Planning, Investment Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Mary Beth Healy's credentials?
Mary Beth Healy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Beth Healy located?
Mary Beth Healy is based in CHEVY CHASE, Maryland, working with PLOTKIN FINANCIAL ADVISORS, LLC. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Mary Beth Healy charge for services?
Mary Beth Healy's firm is compensated through percentage of aum, hourly charges, other: percentage of retirement plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLOTKIN FINANCIAL ADVISORS, LLC?
PLOTKIN FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHEVY CHASE
Sarah Josephine Hunt — PLOTKIN FINANCIAL ADVISORS, LLCJon Masao Sakoda — NEA MANAGEMENT COMPANY, LLCGary Barrett Townsend — HILL-TOWNSEND CAPITAL, LLCVernon W Hill — HILL-TOWNSEND CAPITAL, LLCMichael Joseph Ward — HARMONIC GROWTH PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile