Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Red Bank
18yrs
Patrick Bryan Healey
Financial advisor at Caliber Investment Advisors
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office151 Bodman Place Suite 403, Red Bank, NJ 07701
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Caliber Investment Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowCaliber Investment Advisors, LLCCurrent firm
- 2022 – 2025Arete Wealth Advisors, LLCPreviously
- 2013 – 2022Kalos ManagementPreviously
- 2010 – 2013Securities America Advisors, Inc.Previously
- Nov 2008 – Mar 2010MSI Financial Services, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Caliber Investment Advisors at 732-204-7002 and ask for Patrick Bryan Healey. Patrick works from the Red Bank, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Caliber Investment Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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