Donald Healy
Donald Healy is a registered investment advisor at UBS Financial Services INC., based in Pittsburgh, PA, with 42 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
1 Mellon Bank Center, 500 Grant Street, 46th Floor, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Donald is a partner in R&D Land Co., a real estate rental partnership, since 1997. He is a rental property owner.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Coordinated Capital, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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