AdvisorOS Directory
Claim Profile
Unclaimed Profile
MG

Maria Teresa Germano-Alessi

HENLEY & COMPANY WEALTH MANAGEMENT LLC·UNIONDALE, New York
SIE, Series 7, Series 14, Series 24, Series 63, Series 79TO, Series 99TOHENLEY & COMPANY WEALTH MANAGEMENT LLC
506 RXR PLAZA, UNIONDALE, NY 11556CRD# 4404986Firm CRD# 144884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Teresa Germano-Alessi · UNIONDALE, NY
Registration
CRD #4404986 · HENLEY & COMPANY WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
HENLEY & COMPANY WEALTH MANAGEMENT LLC
CRD 144884 · SEC 801-77007
AUM
$91M
Regulatory assets under management
Employees
6
142 client accounts
Services offered by HENLEY & COMPANY WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HENLEY & COMPANY WEALTH MANAGEMENT LLC →
Introduction

Speak with Maria

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Maria is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in UNIONDALE?

Browse all registered financial advisors in UNIONDALE, New York or claim this profile if it's yours.

Browse UNIONDALE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Maria Teresa Germano-Alessi offer?
Maria Teresa Germano-Alessi specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UNIONDALE, New York for a consultation.
What are Maria Teresa Germano-Alessi's credentials?
Maria Teresa Germano-Alessi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Teresa Germano-Alessi located?
Maria Teresa Germano-Alessi 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 Maria Teresa Germano-Alessi charge for services?
Maria Teresa Germano-Alessi'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HENLEY & COMPANY WEALTH MANAGEMENT LLC

Francis Patrick Gemino
UNIONDALE, NY
Robert Anthony Fortino
UNIONDALE, NY
James Joseph Albanese
UNIONDALE, NY
Michael John Laderer
UNIONDALE, NY

More Advisors in UNIONDALE, New York

Imran Ahmed
RREP RECOVERY PARTNERS MANAGER LLC·UNIONDALE, NY
Albert Vincent Pette
BRIXTON CAPITAL WEALTH ADVISORS, LLC·UNIONDALE, NY
John Mario Govic
JOSEPH GUNNAR & CO., LLC·UNIONDALE, NY
Avraham Isaac Ziv
DORADO WEALTH MANAGEMENT LLC·UNIONDALE, NY
Joseph Anthony Alagna
BUTTONWOOD GROUP ADVISORS LLC·UNIONDALE, NY
Steven Frederic Singer
JOSEPH GUNNAR & CO., LLC·UNIONDALE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile