Unclaimed Profile

David L Henry

MAJOR LEAGUE INVESTMENTS, INC.·SALEM, Massachusetts

SIE, Series 3, Series 7TO, Series 66CFAClean record5 years registeredMAJOR LEAGUE INVESTMENTS, INC.

530 LORING AVENUE, SALEM, MA 01970CRD# 2285081Firm CRD# 129987

Profile Verification

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

Identity

David L Henry · SALEM, MA

Registration

CRD #2285081 · MAJOR LEAGUE INVESTMENTS, INC. · 5 years registered

Brand Profile

Not yet started

Career History

THE PATRIOT FINANCIAL GROUP, LLC

Sep 2025 – present

DHK FINANCIAL ADVISORS INC

Feb 2023 – Sep 2025

Boston, MA

FINER WEALTH MANAGEMENT, INC.

Feb 2023 – Nov 2023

SALEM, MA

MML INVESTORS SERVICES, LLC

Apr 2021 – Dec 2022

WAKEFIELD, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7TO

Series 66

Registration record

First registered · April 27, 2021

Years registered · 5

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINER WEALTH MANAGEMENT, INC.

CRD 129987 · SEC 801-121773

AUM

$210M

Regulatory assets under management

Employees

750 client accounts

Services offered by FINER WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINER WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does David L Henry offer?

David L Henry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Massachusetts for a consultation.

What are David L Henry's credentials?

David L Henry holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David L Henry located?

David L Henry is based in SALEM, Massachusetts, working with MAJOR LEAGUE INVESTMENTS, INC.. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does David L Henry charge for services?

David L Henry'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 MAJOR LEAGUE INVESTMENTS, INC.?

MAJOR LEAGUE INVESTMENTS, INC. has approximately 8 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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