Unclaimed Profile

Colin Jeremiah Healy

PATHWAY PARTNERS WEALTH ADVISORS, LLC·AMHERST, New York

SIE, Series 7, Series 31, Series 6622 years registeredPATHWAY PARTNERS WEALTH ADVISORS, LLC

100 CORPORATE PARKWAY, AMHERST, NY 14226CRD# 4672687Firm CRD# 323507

Profile Verification

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

Identity

Colin Jeremiah Healy · AMHERST, NY

Registration

CRD #4672687 · PATHWAY PARTNERS WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

PATHWAY PARTNERS WEALTH ADVISORS, LLC

Oct 2022 – present

HIGHTOWER ADVISORS, LLC

Nov 2008 – Jun 2021

CHICAGO, IL

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Dec 2008

WILLIAMSVILLE, NY

MORGAN STANLEY

Sep 2003 – Apr 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · September 18, 2003

Years registered · 22

Disclosure History

2023Regulatory·Final

2021Employment Separation After Allegations

2008Customer Dispute·Settled

2007Customer Dispute·Denied

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PATHWAY PARTNERS WEALTH ADVISORS, LLC

CRD 323507 · SEC 801-130336

AUM

$34M

Regulatory assets under management

Employees

274 client accounts

Services offered by PATHWAY PARTNERS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATHWAY PARTNERS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Colin Jeremiah Healy offer?

Colin Jeremiah Healy specializes in Financial Planning, Investment Management. Contact their office in AMHERST, New York for a consultation.

What are Colin Jeremiah Healy's credentials?

Colin Jeremiah Healy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colin Jeremiah Healy located?

Colin Jeremiah Healy is based in AMHERST, New York, working with PATHWAY PARTNERS WEALTH ADVISORS, LLC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.

How does Colin Jeremiah Healy charge for services?

Colin Jeremiah 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 PATHWAY PARTNERS WEALTH ADVISORS, LLC?

PATHWAY PARTNERS WEALTH ADVISORS, LLC has approximately 7 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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