David Henkel (CRD# 4682881) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Beachwood, OH and has over 20 years of experience in the finance industry.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 5062672
Lincoln Investment
CRD# 5192091
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hirtle Callaghan | W. Conshohocken, PA | Aug 2020 - Current | 3 |
| Cm Wealth Advisors LLC | Beachwood, OH | Feb 2018 - Jul 2020 | 2 |
| Inverness Securities LLC | Cleveland, OH | Jul 2016 - Feb 2018 | 1 |
| The Ancora Group | Cleveland, OH | Apr 2016 - Feb 2018 | 1 |
| Sanford C. Bernstein | New York, NY | Feb 2003 - Jan 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- OH
- PA
-
Total Assets Under Management19,228MILLIONS
-
Total Number of Accounts1,844ACCOUNTS
-
Average Account Value$10,427,141
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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