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Patricia Mary Healy

Cumberland Advisors

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About Patricia Mary Healy

Patricia Healy is an investment advisor representative with Cumberland Advisors in Sarasota, Florida. Patricia has been in the financial industry since 1987. Patricia has a Series 7, Series 63 and Series 65 license. Patricia is also a Chartered Financial Analyst. Patricia has previously worked at TD Securities (USA) LLC and Bear, Stearns & Co. Inc.

Firm Information

Patricia Healy is currently registered with Cumberland Advisors. Cumberland Advisors is a Sarasota, FL-based investment advisor with over $3.3 billion in regulatory assets under management. The firm provides a variety of services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services for governmental clients. Cumberland Advisors also offers market timing services and pension consulting. The firm's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Cumberland Advisors

ONE SARASOTA TOWER

SARASOTA, FL 34236

$3.35B

Assets Under Management

2,066

Total Clients

14

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services for governmental clients

Consulting services for governmental clients

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model delivery fees

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Patricia Healy’s Registration & Firm History

FL

01/01/2025 - Present

Cumberland Advisors (SARASOTA FL)

NY

01/02/2002 - 12/13/2004

TD SECURITIES (USA) LLC (NEW YORK NY)

NA

02/26/1987 - 10/09/1987

BEAR, STEARNS & CO. INC.

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Licenses & Designations

IA

Issued 02/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Mary Healy.
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