Brandon J. Healy

PACIFIC POINT ADVISORS

RANCHO SANTA FE, CA 92091

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CRD#: 6436678

Professional summary

Brandon James Healy, CFP®, CIMA®, CPWA® is a registered financial advisor currently at PACIFIC POINT ADVISORS, LLC located in Rancho Santa Fe, California.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brandon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Brandon James Healy's CRS (Customer Relationship Summary).

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: 2016

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-08-03

Expire date: 2023-08-31

Experience

Current

July 20, 2021 - Present

PACIFIC POINT ADVISORS, LLC

Office #1: 16236 San Dieguito Road Suite 4-21, #9491, Rancho Santa Fe, CA 92091

RIA

CRD#: 310731

RANCHO SANTA FE, CA

Past

July 13, 2018 - July 7, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

October 30, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SAN DIEGO, CA

Past

April 7, 2015 - July 6, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACIFIC POINT ADVISORS, LLC

ALDER CAPITAL | PACIFIC POINT WEALTH MANAGEMENT, LLC | PACIFIC POINT ADVISORS, LLC | AXXCESS WEALTH PARTNERS, LLC | AXXCESS WEALTH PARTNERS

CRD#: 310731 / SEC#: 801-126183

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (10/28/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(7/20/2021)

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 66

Date: 6/8/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2015

General Securities Representative Examination

Current Firm

PACIFIC POINT ADVISORS, LLC

ALDER CAPITAL | PACIFIC POINT WEALTH MANAGEMENT, LLC | PACIFIC POINT ADVISORS, LLC | AXXCESS WEALTH PARTNERS, LLC | AXXCESS WEALTH PARTNERS

CRD#: 310731 / SEC#: 801-126183

RIA

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (10/28/2022 Terminated)

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Contact information

Main Address

16236 San Dieguito Road Suite 4-21, #9491, Rancho Santa Fe, CA 92091

Mailing Address

16236 San Dieguito Road Suite 4-21, Po Box 9491, Rancho Santa Fe, CA 92067

Phone number

(858) 356-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (9/2/2025)

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 345,593,631

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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Brandon J. Healy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon James Healy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC POINT ADVISORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PACIFIC POINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2015

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2015

Current Firm

PACIFIC POINT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC POINT ADVISORS, LLC

TRUST BUT VERIFY

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