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Michael Healy

Kingswood Capital Partners, LLC

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About Michael Healy

Michael Healy is a financial professional who is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Michael is currently employed by Kingswood Capital Partners, LLC. Michael has passed the Series 7TO, Series 63, and SIE exams. Michael is also registered in the state of Georgia.

Firm Information

Michael Healy is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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Michael Healy’s Registration & Firm History

NY

05/30/2024 - Present

Kingswood Capital Partners, LLC (New York NY)

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Licenses & Designations

BC

Issued 06/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Healy.
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