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Matthew Barile

HENLEY & COMPANY LLC
NEW YORK, NY 10001
Some features on this profile are disabled
CRD#: 1104231
MB

Professional summary


Matthew Barile is a registered financial professional currently at HENLEY & COMPANY LLC located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1983. Matthew has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew Barile's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 3, 2005 - Present

HENLEY & COMPANY LLC

Office #1: 5 Penn Plaza 19th Floor, New York, NY 10001
BD
CRD#: 131453
NEW YORK, NY
Past

January 4, 1999 - December 31, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

May 26, 1988 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

March 22, 1984 - June 1, 1988

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

March 7, 1983 - March 12, 1984

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/3/2005)
RR
California
(1/3/2005)
RR
Colorado
(1/3/2005)
RR
Connecticut
(1/3/2005)
RR
District of Columbia
(6/25/2018)
RR
Florida
(1/3/2005)
RR
Georgia
(1/3/2005)
RR
Hawaii
(1/3/2005)
RR
Illinois
(1/3/2005)
RR
Kentucky
(1/3/2005)
RR
Maine
(2/26/2010)
RR
Maryland
(1/3/2005)
RR
Massachusetts
(1/3/2005)
RR
Michigan
(1/3/2005)
RR
Minnesota
(1/7/2020)
RR
New Hampshire
(9/29/2020)
RR
New Jersey
(1/3/2005)
RR
New Mexico
(10/29/2025)
RR
New York
(1/3/2005)
RR
North Carolina
(2/15/2005)
RR
Oklahoma
(1/3/2005)
RR
Oregon
(6/15/2005)
RR
Pennsylvania
(1/3/2005)
RR
South Carolina
(1/3/2005)
RR
Texas
(1/5/2005)
RR
Utah
(5/17/2006)
RR
Vermont
(1/3/2005)
RR
Virginia
(1/3/2005)
RR
Washington
(2/3/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


H&
HENLEY & COMPANY LLC
HENLEY & COMPANY LLC

CRD#: 131453 / SEC#: , 8-66463

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
506 Rxr Plaza, Uniondale, NY 11556
Mailing Address
506 Rxr Plaza, Uniondale, NY 11556
Phone number
(516) 794-5520
Established
New York since 03/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GEMINO, FRANCIS PATRICKPRESIDENT; CEO; MANAGING MEMBER219616
ALBANESE, JAMES JOSEPHSENIOR VICE PRESIDENT, ROSFP1699997
FORTINO, ROBERT ANTHONYFINOP1905741
GERMANO-ALESSI, MARIA TERESACHIEF COMPLIANCE OFFICER4404986
LADERER, MICHAEL JOHNMANAGING DIRECTOR1436877

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HENLEY & COMPANY LLC

CRD#: 131453New York, NY 10001

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