Janet Healy is a registered investment advisor at Morgan Stanley, based in Newport, RI, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
284-286 Bellevue Avenue, Newport, RI, 02840
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2025 - Present · 11 mos
Morgan Stanley
June 2025 - Present · 11 mos
Previous Registrations
Empower Financial Services, INC.Broker
January 2019 - May 2023 · 4 yrs 4 mos
Empower Advisory Group, LLC
January 2019 - May 2023 · 4 yrs 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - December 2018 · 5 mos
Strategic Advisers LLC
November 2017 - July 2018 · 8 mos
Fidelity Brokerage Services LLCBroker
November 2017 - December 2018 · 1 yr 1 mo
First Command Advisory Services
September 2017 - October 2017 · 1 mo
First Command Financial Planning, INC.Broker
August 2017 - October 2017 · 2 mos
State Registrations11 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.