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Abbey Lee Henderson

ABARIS FINANCIAL GROUP, LLC·CONCORD, Massachusetts
Series 65Clean record24 years registeredABARIS FINANCIAL GROUP, LLC
DAMONMILL SQUARE, 9 POND LANE, CONCORD, MA 01742CRD# 3190203Firm CRD# 116355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abbey Lee Henderson · CONCORD, MA
Registration
CRD #3190203 · ABARIS FINANCIAL GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

NEWEDGE ADVISORS
Oct 2024 – present
CWM, LLC
Apr 2019 – Oct 2024
Concord, MA
ABARIS FINANCIAL GROUP, LLC
Dec 2001 – Jun 2019
CONCORD, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 4, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ABARIS FINANCIAL GROUP, LLC
CRD 116355 · SEC 801-64527
AUM
$146M
Regulatory assets under management
Employees
6
543 client accounts
Services offered by ABARIS FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 ABARIS FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Abbey Lee Henderson offer?
Abbey Lee Henderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Abbey Lee Henderson's credentials?
Abbey Lee Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abbey Lee Henderson located?
Abbey Lee Henderson is based in CONCORD, Massachusetts, working with ABARIS FINANCIAL GROUP, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Abbey Lee Henderson charge for services?
Abbey Lee Henderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABARIS FINANCIAL GROUP, LLC?
ABARIS FINANCIAL GROUP, LLC has approximately 6 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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