Anna Healy has been an investment adviser representative at Impact Capital Partners since May 2024, and is not listed among the firm’s executive officers or direct owners.
Impact Capital Partners LLC is a Greenwood Village, CO firm with $626M under management, 230 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Anna Healy’s longest registration was 9 years at UBS Financial Services Inc. (2015–2024). Before joining Impact Capital Partners in 2024, Anna Healy was registered through UBS Financial Services Inc. and Axa Advisors, LLC.
- Impact Capital Partners LLCCurrent– present · 2 yearsGreenwood Village, CO · Adviser representative · Firm CRD 329616
- UBS Financial Services Inc.– · 9 yearsDenver, CO · Adviser representative · Firm CRD 8174
- Axa Advisors, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Anna Healy is registered as an investment adviser representative in Colorado, since May 2024.
- ColoradoSince 1 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 December 2012 |
| Series 7 | General Securities Representative Examination | 2 November 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anna Maurine Healy
- CRD
- 5317591
- Firm
- Impact Capital Partners · CRD 329616
- Office
- 8101 E PRENTICE AVE, SUITE 1080, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Anna Healy work?
Anna Healy is an investment adviser representative registered through Impact Capital Partners LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Anna Healy a financial advisor?
Yes. Anna Healy has a current investment-adviser registration in Colorado, through Impact Capital Partners since May 2024.
How many years of experience does Anna Healy have?
Anna Healy has 13 years in the financial industry, since September 2013, across 3 adviser firms.
What exams has Anna Healy passed?
Anna Healy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2012. FINRA credited Anna Healy with the SIE, which began in October 2018.
Where did Anna Healy work before Impact Capital Partners?
Before Impact Capital Partners, Anna Healy was registered through UBS Financial Services Inc., January 2015 to February 2024; Axa Advisors, LLC, April 2013 to June 2014.
Where is Anna Healy based?
Anna Healy’s registered office is in Greenwood Village, CO.
Is Anna Healy registered with FINRA?
No. Anna Healy has no current broker registration.
How can I verify Anna Healy’s record?
Search CRD 5317591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anna Healy’s full registration record.