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Sean C. Healy

Parnassus Investments, LLC

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About Sean C. Healy

Sean C. Healy is a financial advisor with over 14 years of experience in the industry. Sean is currently a Vice President, Institutional Relations at Parnassus Investments, LLC, where Sean provides investment sales and advisory services to institutional clients. Previously, Sean was employed by Putnam Retail Management Limited Partnership. Sean is registered with the state of California as an Investment Advisor Representative and holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials Exam. Sean is also a CFA charterholder.

Firm Information

Sean Healy is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Sean Healy’s Registration & Firm History

CA

06/26/2024 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

MA

03/30/2009 - 01/23/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

BC

Issued 05/08/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean C. Healy.
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