Andrew Healy

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 02/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2016 → 02/2018
  Northwestern Mutual Investment Services Llc
  Melville, NY
• 04/2006 → 12/2016
  Student
  Morgantown, WV
• 04/2017 → 02/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2018 → 04/2018
  Mml Investors Services, Llc
  New York, NY
• 02/2018 → 04/2018
  Massachusetts Mutual Life Insurance Company
  New York, NY
• 07/2024 → Present
  Fisher Investments
  Tampa, FL
• 05/2018 → 03/2021
  Mizuho
  New York, NY
• 05/2021 → 08/2022
  Yelp
  New York, NY
• 03/2023 → 03/2024
  Kojo
  New York, NY
• 03/2021 → 05/2021
  Unemployed
  Na, XX
• 03/2024 → 07/2024
  Unemployed
  N/A, XX
• 08/2022 → 03/2023
  Uneployed
  N/A, XX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-16
• S63 Uniform Securities Agent State Law Examination
  2017-02-27

Other Names

• Andrew Healy