Patrick B. Healey
Professional summary
Patrick Bryan Healey, CFP®, who also goes by Patrick Healey, was a registered financial advisor .
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Patrick had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2011
Experience
March 30, 2026 - Present
Office #1: 151 Bodman Place Suite 403, Red Bank, NJ 07701
August 29, 2022 - September 26, 2025
ARETE WEALTH ADVISORS, LLC
August 26, 2022 - September 26, 2025
ARETE WEALTH MANAGEMENT, LLC
November 13, 2013 - August 29, 2022
KALOS MANAGEMENT
November 13, 2013 - August 29, 2022
KALOS CAPITAL, INC.
March 26, 2010 - November 15, 2013
SECURITIES AMERICA ADVISORS, INC.
March 26, 2010 - November 15, 2013
SECURITIES AMERICA, INC.
November 14, 2008 - March 26, 2010
MSI FINANCIAL SERVICES, INC.
September 30, 2008 - March 26, 2010
MSI FINANCIAL SERVICES, INC.
May 3, 2006 - August 8, 2007
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/30/2026)
Exams
Current firm
No current employment
Red Flags
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