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Steven Gregory Henderly

NVEST WEALTH STRATEGIES, INC.·POWELL, Ohio
Clean record13 years registeredNVEST WEALTH STRATEGIES, INC.
9757 FAIRWAY DRIVE, POWELL, OH 43065CRD# 6155910Firm CRD# 139758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Gregory Henderly · POWELL, OH
Registration
CRD #6155910 · NVEST WEALTH STRATEGIES, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

NVEST WEALTH STRATEGIES, INC.
Jan 2013 – present
02

Registrations & Exams

Registration record
First registered · January 24, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NVEST WEALTH STRATEGIES, INC.
CRD 139758 · SEC 801-123479
AUM
$174M
Regulatory assets under management
Employees
3
555 client accounts
Services offered by NVEST WEALTH STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NVEST WEALTH STRATEGIES, INC. →
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05

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 at NVEST WEALTH STRATEGIES, INC.

Jordan Arthur Ranly
POWELL, OH
William Gary Henderly
POWELL, OH

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