Colin Healy

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-17
MN	RA	APPROVED	2022-05-13

TX RA
APPROVED

Since 2022-08-17
MN RA
APPROVED

Since 2022-05-13

Branch Locations

Chaska, MN • United States

Two Meridian Crossings Suite 450, Minneapolis, MN 55423 • 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

Organization	City	State	From	To
Equitable Advisors, Llc	New York	NY	09/2021	Present
Unemployed	Chaska	MN	06/2021	08/2021
Legacy Professionals, Llp	Edina	MN	01/2019	05/2021
School Of The Wise	Victoria	MN	10/2018	01/2019
Unemployed	Chaska	MN	05/2018	09/2018
Hamline University	Saint Paul	MN	08/2013	05/2018
Hays Company	Minneapolis	MN	05/2017	08/2017

09/2021 → Present

Equitable Advisors, Llc

New York, NY
06/2021 → 08/2021

Unemployed

Chaska, MN
01/2019 → 05/2021

Legacy Professionals, Llp

Edina, MN
10/2018 → 01/2019

School Of The Wise

Victoria, MN
05/2018 → 09/2018

Unemployed

Chaska, MN
08/2013 → 05/2018

Hamline University

Saint Paul, MN
05/2017 → 08/2017

Hays Company

Minneapolis, MN

Other Businesses

$Realty Benefit Services 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Start 7/29/2022 10 hrs per month, $500.00 yr Dergalis Associates LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, start 3/2/23, 10 hrs month, $500 yr

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-05

S66 Uniform Combined State Law Examination

2022-05-05

View on SEC IAPD