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Thomas Rory Healy

Sargent Investment Group

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About Thomas Rory Healy

Thomas Healy is an investment advisor representative with Sargent Investment Group in Bethesda, Maryland. Thomas has been in the industry since February 2017. He has a Series 7 and Series 66 license and is registered with the states of Maryland and Texas. Thomas's experience includes working with Wells Fargo Clearing Services, LLC and NTT Data Consulting. He is a member of the Investment Committee for the Shanahan Healy Foundation. Sargent Investment Group is an investment advisory firm that provides portfolio management for individuals, financial planning, and selection of other advisors.

Firm Information

Thomas Healy is currently registered with Sargent Investment Group. Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.
Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Thomas Healy’s Registration & Firm History

MD

09/10/2021 - Present

Sargent Investment Group (BETHESDA MD)

DC

11/15/2017 - 08/07/2018

WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 06/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Rory Healy.
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