Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Healy

Kpmg Corporate Finance LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Healy

Andrew Healy is a financial advisor with KPMG Corporate Finance LLC, having joined the firm in April 2023. Andrew has extensive experience in the financial services industry, having previously worked at Jefferies LLC, Regions Securities LLC, Robert W. Baird & Co. Incorporated and SunTrust Robinson Humphrey, Inc. Andrew has a deep understanding of the investment banking industry and is committed to providing his clients with the highest level of service. He is a licensed Series 79, Series 82TO and SIE. Andrew is registered to provide investment advice in 35 states.

Firm Information

Andrew Healy is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Healy’s Registration & Firm History

IL

04/21/2023 - Present

Kpmg Corporate Finance LLC (CHICAGO IL)

NC

06/14/2021 - 03/22/2023

JEFFERIES LLC (CHARLOTTE NC)

NC

11/06/2019 - 05/25/2021

REGIONS SECURITIES LLC (Charlotte NC)

WI

08/14/2017 - 10/22/2019

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

GA

08/28/2012 - 07/25/2017

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

Not sure if Andrew Healy is right for you?

Licenses & Designations

BC

Issued 09/10/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Healy.
Not sure if Andrew Healy is right for you?