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Robert Anthony Fortino

HENLEY & COMPANY WEALTH MANAGEMENT LLC·UNIONDALE, New York
SIE, Series 27, Series 99TOClean recordHENLEY & COMPANY WEALTH MANAGEMENT LLC
506 RXR PLAZA, UNIONDALE, NY 11556CRD# 1905741Firm CRD# 144884

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Anthony Fortino · UNIONDALE, NY
Registration
CRD #1905741 · HENLEY & COMPANY WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

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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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Other Advisors at HENLEY & COMPANY WEALTH MANAGEMENT LLC

Maria Teresa Germano-Alessi
UNIONDALE, NY
Francis Patrick Gemino
UNIONDALE, NY
James Joseph Albanese
UNIONDALE, NY
Michael John Laderer
UNIONDALE, NY

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