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James Fredrick Henyey

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio
SIE, Series 6, Series 7, Series 63CFPClean record27 years registeredVANTAGE FINANCIAL GROUP, INC.
6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 2009933Firm CRD# 105950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Fredrick Henyey · CLEVELAND, OH
Registration
CRD #2009933 · VANTAGE FINANCIAL GROUP, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

VANTAGE FINANCIAL GROUP, INC.
Aug 1999 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · August 13, 1999
Years registered · 27
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VANTAGE FINANCIAL GROUP, INC.
CRD 105950 · SEC 801-33485
AUM
$720M
Regulatory assets under management
Employees
63
2,461 client accounts
Services offered by VANTAGE FINANCIAL GROUP, INC.
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 VANTAGE FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does James Fredrick Henyey offer?
James Fredrick Henyey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are James Fredrick Henyey's credentials?
James Fredrick Henyey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Fredrick Henyey located?
James Fredrick Henyey is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does James Fredrick Henyey charge for services?
James Fredrick Henyey's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANTAGE FINANCIAL GROUP, INC.?
VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANTAGE FINANCIAL GROUP, INC.

Carl Michael Ferrazza
INDEPENDENCE, OH
ChFC
Jennifer Lynn Soltis
CLEVELAND, OH
Autumn Ann Taylor
CLEVELAND, OH
George Gyula Szeretvai
CLEVELAND, OH
Joseph Charles Kean
CLEVELAND, OH
Michael Francis Cleary
CLEVELAND, OH
CFP

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