AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TH

Thomas E. Healy

PRIVATE FAMILY WEALTH ADVISORS
Atlanta, GA 30339-6401
Some features on this profile are disabled
CRD#: 7883590
TH

Professional summary

Thomas Elliott Hedleston Healy is a registered financial advisor currently at PRIVATE FAMILY WEALTH ADVISORS located in Atlanta, Georgia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm .

top-8-questions

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.
Rod & Associates Accountancy LLC; non-investment related; 3372 Peachtree Road, Suite 115, Atlanta, GA 30326; accounting; consultant; 4/3/2024; 5-10 hours per month, none during securities trading hours; providing business consulting, advice, and insights, along with ad-hoc projects such as financial modeling or business planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Elliott Hedleston 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®
None

Experience

Current

March 19, 2024 - Present

PRIVATE FAMILY WEALTH ADVISORS

Office #1: 3350 Riverwood Pkwy Se Suite 650, Atlanta, GA 30339-6401
RIA
CRD#: 325119
Atlanta, GA

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".
PF
PRIVATE FAMILY WEALTH ADVISORS
PFW ADVISORS | PRIVATE FAMILY WEALTH ADVISORS | PFW ADVISORS, LLC | PFW ADVISORS LLC; PRIVATE FAMILY WEALTH ADVISORS

CRD#: 325119 / SEC#: 801-127980

RIA
Registered Investment Advisory firm - (5/15/2023 Approved)

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
Georgia
(3/19/2024)

Exams

Current Firm

PF
PRIVATE FAMILY WEALTH ADVISORS
PFW ADVISORS | PRIVATE FAMILY WEALTH ADVISORS | PFW ADVISORS, LLC | PFW ADVISORS LLC; PRIVATE FAMILY WEALTH ADVISORS

CRD#: 325119 / SEC#: 801-127980

RIA
Registered Investment Advisory firm - (5/15/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3350 Riverwood Pkwy Se Suite 650, Atlanta, GA 30339-6401
Mailing Address
Phone number
(404) 848-0950
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PFW ADVISORS 2A BROCHURE (8/8/2025)

Regulatory assets under management

Total Number of Accounts378
AUM (Assets Under Management)$ 385,949,930

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.

Company Information

PRIVATE FAMILY WEALTH ADVISORS

CRD#: 325119Atlanta, GA 30339-6401

TRUST BUT VERIFY

Monitor Thomas Healy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
AP
Alexander PaslayAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Woodstock, GA
TP
Tyrane PerryAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Atlanta, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.