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Patricia Mary Healy

Cumberland Advisors

Sarasota, FL

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Current Employers
Cumberland Advisors

1 South School Avenue Suite 900, Sarasota, FL 34237 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

1 South School Avenue Suite 900, Sarasota, FL 34237 • 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
Cumberland Advisors Sarasota FL 06/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-21
S63 Uniform Securities Agent State Law Examination 1987-05-11
  • S65 Uniform Investment Adviser Law Examination
    2017-02-21
  • S63 Uniform Securities Agent State Law Examination
    1987-05-11
Designations
Other Names
  • Patricia Manna
  • Patricia Manna Healy
  • Patricia Mary Manna

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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