Unclaimed Profile

Patrick Sean Henderson

AVEO CAPITAL PARTNERS, LLC·ENGLEWOOD, Colorado

SIE, Series 7, Series 31, Series 66Clean record25 years registeredAVEO CAPITAL PARTNERS, LLC

9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 4276104Firm CRD# 157728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Sean Henderson · ENGLEWOOD, CO

Registration

CRD #4276104 · AVEO CAPITAL PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Jul 2025 – present

AVEO CAPITAL PARTNERS, LLC

Oct 2012 – Oct 2025

ENGLEWOOD, CO

UBS FINANCIAL SERVICES INC.

Aug 2008 – Sep 2012

LITTLETON, CO

CITIGROUP GLOBAL MARKETS INC.

Sep 2004 – Aug 2008

DENVER, CO

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 2001 – Sep 2004

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · February 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVEO CAPITAL PARTNERS, LLC

CRD 157728 · SEC 801-72359

AUM

$1.5B

Regulatory assets under management

Employees

4,113 client accounts

Services offered by AVEO CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVEO CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Sean Henderson offer?

Patrick Sean Henderson specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Patrick Sean Henderson's credentials?

Patrick Sean Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Sean Henderson located?

Patrick Sean Henderson is based in ENGLEWOOD, Colorado, working with AVEO CAPITAL PARTNERS, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Patrick Sean Henderson charge for services?

Patrick Sean Henderson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVEO CAPITAL PARTNERS, LLC?

AVEO CAPITAL PARTNERS, LLC has approximately 33 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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