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Mark Christopher Healy

IQVESTMENT, LLC·WOBURN, Massachusetts
SIE, Series 7, Series 24, Series 27, Series 63, Series 65Clean record9 years registeredIQVESTMENT, LLC
12 GILL ST., WOBURN, MA 01801CRD# 1874344Firm CRD# 157514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Christopher Healy · WOBURN, MA
Registration
CRD #1874344 · IQVESTMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: IQVESTMENT, LLC
Mar 2020Oct 2024
Woburn, MA
Apr 2017Jul 2024
Savannah, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 65
Registration record
First registered · April 4, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IQVESTMENT, LLC
CRD 157514 · SEC 801-79638
AUM
$2M
Regulatory assets under management
Employees
7
327 client accounts
Services offered by IQVESTMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Mark Christopher Healy offer?
Mark Christopher Healy specializes in Investment Management.
What are Mark Christopher Healy's credentials?
Mark Christopher Healy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Christopher Healy located?
Mark Christopher Healy is based in WOBURN, Massachusetts, last registered with IQVESTMENT, LLC.
How does Mark Christopher Healy charge for services?
Mark Christopher Healy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IQVESTMENT, LLC?
IQVESTMENT, LLC has approximately 7 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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