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Steven Gregory Henderly

NVEST WEALTH STRATEGIES, INC.·POWELL, Ohio
Unclaimed Profile
9757 FAIRWAY DRIVE, POWELL, OH 43065CRD# 6155910Firm CRD# 139758
01

About

Steven Gregory Henderly is a registered financial advisor based in POWELL, Ohio, affiliated with NVEST WEALTH STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NVEST WEALTH STRATEGIES, INC.
NVEST WEALTH STRATEGIES, INC.
AUM
$174M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NVEST WEALTH STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6155910
Firm CRD# 139758
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Gregory Henderly offer?
Steven Gregory Henderly specializes in Financial Planning, Investment Management. Contact their office in POWELL, Ohio for a consultation.
What are Steven Gregory Henderly's credentials?
Steven Gregory Henderly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Gregory Henderly located?
Steven Gregory Henderly is based in POWELL, Ohio, working with NVEST WEALTH STRATEGIES, INC.. Their office serves clients in the POWELL metropolitan area and surrounding communities.
How does Steven Gregory Henderly charge for services?
Steven Gregory Henderly's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NVEST WEALTH STRATEGIES, INC.?
NVEST WEALTH STRATEGIES, INC. has approximately 3 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in POWELL
David Lee Shuttleworth — SHUTTLEWORTH & COMPANYMatthew Raymond Freiburger — SHUTTLEWORTH & COMPANYWilliam Gary Henderly — NVEST WEALTH STRATEGIES, INC.Erin M Maynard — SHUTTLEWORTH & COMPANYJordan Arthur Ranly — NVEST WEALTH STRATEGIES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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