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William Gary Henderly

NVEST WEALTH STRATEGIES, INC.·POWELL, Ohio
Clean record26 years registeredNVEST WEALTH STRATEGIES, INC.
9757 FAIRWAY DRIVE, POWELL, OH 43065CRD# 4373195Firm CRD# 139758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Gary Henderly · POWELL, OH
Registration
CRD #4373195 · NVEST WEALTH STRATEGIES, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

NVEST WEALTH STRATEGIES, INC.
Mar 2006 – present
PROFESSIONAL PLANNING CONSULTANTS INC
Nov 1999 – Nov 2007
COLUMBUS, OH
02

Registrations & Exams

Registration record
First registered · November 22, 1999
Years registered · 26
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 William Gary Henderly offer?
William Gary Henderly specializes in Financial Planning, Investment Management. Contact their office in POWELL, Ohio for a consultation.
What are William Gary Henderly's credentials?
William Gary Henderly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Gary Henderly located?
William Gary 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 William Gary Henderly charge for services?
William Gary 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
Steven Gregory Henderly
POWELL, OH

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