AM
Ann M Healy
CRD 874683
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Beale Healy Investment Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Beale Healy Investment Advisors Inc
President, Managing Director, Chief Compliance Officer · 25% – 50% · May 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗