The Healy Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,141,238
Clients
4
Advisors
2
of 2 employees
About
The firm provides individual portfolio management and continuous investment advice to private clients, including high-net-worth individuals, as well as pension plans, trusts, estates and charitable organizations. It manages accounts on both a discretionary and non-discretionary basis and does not participate in wrap-fee programs.
The firm’s investment process combines fundamental and technical (charting) analysis with mutual fund and ETF evaluation, and employs a range of strategies from long-term buy-and-hold to shorter-term trading. It also uses option strategies—including covered calls and spreading techniques—for hedging and speculative purposes, which can result in more active trading and attendant transaction and tax considerations.
Operating as a long-established, state-registered advisory practice with a very small advisory team, the firm’s client relationships are highly concentrated and overseen directly by senior management. It maintains a written Code of Ethics, reports no disciplinary history, and leaves proxy voting responsibility with clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
$0+: 0.25% per annum (Fixed Income Portfolio) $0+: 1.00% per annum (Balanced Portfolio)
Account minimum: $200,000
Main office
New York NY
Advisors at this office
2
Most active in
New York · Texas
Also doing business as
Healy, Timothy Jefferson · The Healy Group LLC · Timothy J. Healy · Timothy Jefferson Healy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy H
Series 63, Series 65
New York, NY
The Healy Group LLC
Timothy Healy is a financial advisor at The Healy Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Healy Group since 2009. The firm provides individualized portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The Healy Group uses a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing, managing approximately $17.7 million in discretionary assets as of the end of 2024.
Mason S
Series 63, Series 65
New York, NY
The Healy Group LLC
Mason Stark is a financial advisor at The Healy Group LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wilshire Phoenix and Ballast Capital Management. The Healy Group LLC is a state-registered investment adviser offering individualized portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts or charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and mutual fund/ETF evaluation to implement strategies ranging from long-term holdings to short-term trading and option writing.
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