Company Information

Get to know Healy Wealth Management, LLC

Healy Wealth Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Smithtown, New York. The firm operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. They specialize in delivering personalized wealth management solutions, which include detailed financial planning, retirement planning, and disciplined investment management. Their target clients are typically individuals, families, and small business owners, with a focus on building long-term, trust-based relationships to help them achieve their financial objectives.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Healy Wealth Management, LLC

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.