Unclaimed Profile

Polly Herrick Henkel

WEYLAND CAPITAL MANAGEMENT LLC·PORTSMOUTH, New Hampshire

Series 65Clean record26 years registeredWEYLAND CAPITAL MANAGEMENT LLC

22 DEER STREET, PORTSMOUTH, NH 03801CRD# 4407221Firm CRD# 152790

Profile Verification

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

Identity

Polly Herrick Henkel · PORTSMOUTH, NH

Registration

CRD #4407221 · WEYLAND CAPITAL MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEYLAND CAPITAL MANAGEMENT LLC

BOSTON ADVISORS, LLC

Jan 2017 – Nov 2017

Portsmouth, NH

WEYLAND CAPITAL MANAGEMENT LLC

Mar 2010 – Oct 2016

PORTSMOUTH, NH

CLM CAPITAL MANAGEMENT LLC

Apr 2000 – Jul 2007

PORTSMOUTH, NH

WEYLAND CAPITAL MANAGEMENT LLC

Mar 2000 – Mar 2010

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 22, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEYLAND CAPITAL MANAGEMENT LLC

CRD 152790 · SEC 801-71082

AUM

$173M

Regulatory assets under management

Employees

137 client accounts

Services offered by WEYLAND CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEYLAND CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Polly Herrick Henkel offer?

Polly Herrick Henkel specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Polly Herrick Henkel's credentials?

Polly Herrick Henkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Polly Herrick Henkel located?

Polly Herrick Henkel is based in PORTSMOUTH, New Hampshire, last registered with WEYLAND CAPITAL MANAGEMENT LLC.

How does Polly Herrick Henkel charge for services?

Polly Herrick Henkel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEYLAND CAPITAL MANAGEMENT LLC?

WEYLAND CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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