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James Joseph Albanese

HENLEY & COMPANY WEALTH MANAGEMENT LLC·UNIONDALE, New York
Unclaimed Profile
506 RXR PLAZA, UNIONDALE, NY 11556CRD# 1699997Firm CRD# 144884
01

About

James Joseph Albanese is a registered financial advisor based in UNIONDALE, New York, affiliated with HENLEY & COMPANY WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HENLEY & COMPANY WEALTH MANAGEMENT LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLC
AUM
$91M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HENLEY & COMPANY WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1699997
Firm CRD# 144884
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Joseph Albanese offer?
James Joseph Albanese specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UNIONDALE, New York for a consultation.
What are James Joseph Albanese's credentials?
James Joseph Albanese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Albanese located?
James Joseph Albanese is based in UNIONDALE, New York, working with HENLEY & COMPANY WEALTH MANAGEMENT LLC. Their office serves clients in the UNIONDALE metropolitan area and surrounding communities.
How does James Joseph Albanese charge for services?
James Joseph Albanese'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 HENLEY & COMPANY WEALTH MANAGEMENT LLC?
HENLEY & COMPANY WEALTH MANAGEMENT LLC has approximately 6 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
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Research
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