Unclaimed Profile

Mary Beth Healy

PLOTKIN FINANCIAL ADVISORS, LLC·CHEVY CHASE, Maryland

Clean recordPLOTKIN FINANCIAL ADVISORS, LLC

8401 CONNECTICUT AVENUE, CHEVY CHASE, MD 20815CRD# 4664352Firm CRD# 127635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Beth Healy · CHEVY CHASE, MD

Registration

CRD #4664352 · PLOTKIN FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PLOTKIN FINANCIAL ADVISORS, LLC

AUM

$175M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Other: PERCENTAGE OF RETIREMENT PLAN ASSETS

Regulatory

SEC/IARD CRD# 4664352

Firm CRD# 127635

View on FINRA BrokerCheck →

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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.

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