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Scott Matthew Healey

HUNTINGTON STEELE LLC·SEATTLE, Washington
Unclaimed Profile
1700 7TH AVENUE, SUITE 2210, SEATTLE, WA 98101CRD# 3063991Firm CRD# 126615
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About

Scott Matthew Healey is a registered financial advisor based in SEATTLE, Washington, affiliated with HUNTINGTON STEELE 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
03

Firm Overview

Firm
HUNTINGTON STEELE LLC
HUNTINGTON STEELE LLC
AUM
$765M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3063991
Firm CRD# 126615
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Matthew Healey offer?
Scott Matthew Healey specializes in Financial Planning, Investment Management. Contact their office in SEATTLE, Washington for a consultation.
What are Scott Matthew Healey's credentials?
Scott Matthew Healey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Matthew Healey located?
Scott Matthew Healey is based in SEATTLE, Washington, working with HUNTINGTON STEELE LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Scott Matthew Healey charge for services?
Scott Matthew Healey'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 HUNTINGTON STEELE LLC?
HUNTINGTON STEELE LLC has approximately 5 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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