Patrick B. Healey

CALIBER INVESTMENT ADVISORS

RED BANK, NJ 07701

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CRD#: 2816003

Professional summary

Patrick Bryan Healey, CFP®, who also goes by Patrick Healey, is a registered financial advisor currently at CALIBER INVESTMENT ADVISORS, LLC located in Red Bank, New Jersey.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Patrick has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Healey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bryan Healey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

March 30, 2026 - Present

CALIBER INVESTMENT ADVISORS, LLC

Office #1: 151 Bodman Place Suite 403, Red Bank, NJ 07701

RIA

CRD#: 339214

RED BANK, NJ

Past

August 29, 2022 - September 26, 2025

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Red Bank, NJ

Past

August 26, 2022 - September 26, 2025

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

Red Bank, NJ

Past

November 13, 2013 - August 29, 2022

KALOS MANAGEMENT

RIA

CRD#: 133025

JERSEY CITY, NJ

Past

November 13, 2013 - August 29, 2022

KALOS CAPITAL, INC.

CRD#: 44337

RED BANK, NJ

Past

March 26, 2010 - November 15, 2013

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ISELIN, NJ

Past

March 26, 2010 - November 15, 2013

SECURITIES AMERICA, INC.

CRD#: 10205

ISELIN, NJ

Past

November 14, 2008 - March 26, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

NEW YORK, NY

Past

September 30, 2008 - March 26, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEW YORK, NY

Past

May 3, 2006 - August 8, 2007

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2006

General Securities Representative Examination

Current Firm

CALIBER INVESTMENT ADVISORS, LLC

CRD#: 339214 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/30/2026 Approved)

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Contact information

Main Address

151 Bodman Place Suite 403, Red Bank, NJ 07701

Mailing Address

Phone number

(732) 204-7002

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Patrick B. Healey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bryan Healey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALIBER INVESTMENT ADVISORS, LLC

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2008

Series 63

Date: 9/28/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2006

Current Firm

CALIBER INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CALIBER INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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