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Lara Anne Healy

Strategic Advisers LLC

Edina, MN

Eden Prairie, MN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Eden Prairie, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell's Restaurant Bothell WA 08/2016 12/2018
Herban Wellness Kirkland WA 08/2016 08/2018
Fidelity Brokerage Services Llc Edina MN 11/2019 Present
Unemployed Mequon WI 12/2018 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2018
    Russell's Restaurant
    Bothell, WA
  • 08/2016 → 08/2018
    Herban Wellness
    Kirkland, WA
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Edina, MN
  • 12/2018 → 11/2019
    Unemployed
    Mequon, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-27
  • S66 Uniform Combined State Law Examination
    2020-05-27
Designations
Other Names
  • Lara Anne Healy
  • Lara Healy

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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