Investment adviser representative · Sunrise Wealth Management, LLC
Nicholas M. Healy
CRD 3229901 · Tucson, AZ
At a glance
Nicholas M. Healy is an investment adviser representative with Sunrise Wealth Management, LLC in Tucson, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nicholas’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Sunrise Wealth Management, LLCSince August 2002Tucson, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nicholas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.