Henley & Company Wealth Management LLC

Henley & Company Wealth Management LLC (CRD# 144884) is a financial advisory firm headquartered in Uniondale, NY. They manage $35,741,721 in 89 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $401,592
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY, VA

Financial Advisors at Henley & Company Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
James J. Albanese
CRD#: 1699997
506 Rxr Plaza, Uniondale, NY 11556

James Albanese (CRD# 1699997) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Uniondale, NY and has over 31 years of experience in the finance industry.

2
James M. Brown
CRD#: 871191
Virginia Beach, VA

James Brown (CRD# 871191) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Virginia Beach, VA and has over 40 years of experience in the finance industry.

3
Francis P. Gemino
CRD#: 219616
506 Rxr Plaza, Uniondale, NY 11556

Francis Gemino (CRD# 219616) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Uniondale, NY and has over 40 years of experience in the finance industry.

4
Michael J. Laderer
CRD#: 1436877
1290 Rexcorp Plaza, Uniondale, NY 11556

Michael Laderer (CRD# 1436877) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Uniondale, NY and has over 34 years of experience in the finance industry.

5
Caitlin M. McShane
CRD#: 4999796
506 Rxr Plaza, Uniondale, NY 11556

Caitlin McShane (CRD# 4999796) is an Investment Advisor Representative working at Henley & Company Wealth Management LLC in Uniondale, NY and has over 14 years of experience in the finance industry.

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