Unclaimed Profile

Jennifer Lindsay Henry

CONTINUUM WEALTH ADVISORS, LLC·SARATOGA SPRINGS, New York

Clean recordCONTINUUM WEALTH ADVISORS, LLC

18 DIVISION ST., SARATOGA SPRINGS, NY 12866CRD# 2899719Firm CRD# 152895

Profile Verification

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

Identity

Jennifer Lindsay Henry · SARATOGA SPRINGS, NY

Registration

CRD #2899719 · CONTINUUM WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennifer Lindsay Henry is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with CONTINUUM WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONTINUUM WEALTH ADVISORS, LLC

AUM

$207M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONTINUUM WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2899719

Firm CRD# 152895

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Lindsay Henry offer?

Jennifer Lindsay Henry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Jennifer Lindsay Henry's credentials?

Jennifer Lindsay Henry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lindsay Henry located?

Jennifer Lindsay Henry is based in SARATOGA SPRINGS, New York, working with CONTINUUM WEALTH ADVISORS, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.

How does Jennifer Lindsay Henry charge for services?

Jennifer Lindsay Henry'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 CONTINUUM WEALTH ADVISORS, LLC?

CONTINUUM WEALTH ADVISORS, LLC has approximately 5 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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