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Robert Anthony Fortino

HENLEY & COMPANY WEALTH MANAGEMENT LLC·UNIONDALE, New York
Unclaimed Profile
506 RXR PLAZA, UNIONDALE, NY 11556CRD# 1905741Firm CRD# 144884
01

About

Robert Anthony Fortino 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# 1905741
Firm CRD# 144884
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Anthony Fortino offer?
Robert Anthony Fortino specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UNIONDALE, New York for a consultation.
What are Robert Anthony Fortino's credentials?
Robert Anthony Fortino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Anthony Fortino located?
Robert Anthony Fortino 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 Robert Anthony Fortino charge for services?
Robert Anthony Fortino'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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