HG
Henry W. Ghriskey
INGALLS & SNYDER
BOCA GRANDE, FL
Some features on this profile are disabled
CRD#: 1839931
HG
Professional summary
Henry Williamson Ghriskey Jr, who also goes by Bill Ghriskey, H Williamson Ghriskey Jr, Henry Williamson Ghriskey Jr, Henry Williamson Jr Ghriskey, is a registered financial advisor currently at INGALLS & SNYDER, LLC located in Boca Grande, Florida.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Henry has worked at 2 firms and has passed the Series 63 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Ghriskey | H Williamson Ghriskey Jr | Henry Williamson Ghriskey Jr | Henry Williamson Jr Ghriskey
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.
1) Name: Sound Shore Mutual Fund Address: 3 Canal Plaza, Ste. 600, Portland, ME 04101 Investment-related: No Role: Independent Director Start: November 2013 Duties: Act in the capacity of Trustee Number of hours each month: 8 hours per year Number of hours during trading: 1 hour 2) Name: Blanc Fund Address: Winston Salem, North Carolina Investment-related: No Nature of the business: non-profit organization Role: Secretary Start Date: January 1998 Description of duties: duties related to role of Secretary Number of hours each month: 1 hour Number of hours during trading: 1 hour 3) Name: Boca Grande Fire Department Pension Board Address: Boca Grande, Florida Investment-related: No Role: Board Officer Start Date: January, 2000 Description of duties: charitable work on a quarterly basis Number of hours each month: 4 hours per year Number of hours during trading: 2 hours a year 4) Name: Culpeper Foundation Address: New Hyde Park, New York Investment-related: No Nature of the business: non-profit organization Role: President Start Date: January, 2007 Description of duties: charitable work on a semi-annual basis Number of hours each month: 4 hours per year Number of hours during trading: 2 hours per year 5) Name: Louis Hauss Miller Foundation Address: New York, New York Investment-related: No Nature of the business: non-profit organization Role: Director Start Date: January, 2016 Description of duties: perform charitable work annually Number of hours each month: 1 hour per year Number of hours during trading: 1 hour per year 6) Name: Margot Marsh Foundation Address: New York, New York Investment-related: No Nature of the business: non-profit organization Role: Director and Vice President Start Date: January, 1996 Description of duties: perform charitiable work semi-annually Number of hours each month: 8 hours per year Number of hours during trading: 6 hours per year 7) Name: Adler Family Foundation Address: Savannah, Georgia Investment-related: No Nature of the business: charitable foundation Role: Director Start Date: January, 1999 Number of hours each month: 1 hour per year Number of hours during trading: 1 hour per year 8) Wealth Manager acting as a Trustee for multiple accounts; Address: Investment-related: No Nature of the business: Trusts Role: Trustee and duties are fiduciary related Start Date: 12/11/2017 Number of hours each month: Varies Number of hours during trading: Varies 9) Name: Boca Grande Health Clinic Foundation Address: 320 Park Ave, Boca Grande, FL 33921 Investment-related: No Nature of the business: Health Clinic Role: Investment Committee Member Start Date: 08/05/2020 Description of duties: Chair Investment Committee Number of hours each month: 1 Number of hours during trading: 0 10) Name: Boca Grande Parking Panel Address: Boca Grande FL Investment-related: No Nature of the business: Panel deals with parking issues in Boca Grande...make best decisions for Boca Grande Role: Board Member Start Date: 12/31/2021 Number of hours each month: 1 Number of hours during trading: 0
CRS (Client Relationship Summary) - RIA
Click below to view Henry Williamson Ghriskey Jr's 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®
NoneExperience
Current
February 8, 2024 - Present
INGALLS & SNYDER, LLC
RIA
BD
CRD#: 2288
BOCA GRANDE, FL
Past
February 19, 1991 - January 16, 2024
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
RIA
CRD#: 108559
Boca Grande, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INGALLS & SNYDER, LLC
2X WEALTH GROUP | STEWART ASSET MANAGEMENT TEAM | NOBSKA CAPITAL MANAGEMENT | INGALLS & SNYDER, LLC | INGALLS & SNYDER LLC | INGALLS & SNYDER | FUNDAMENTAL EQUITY ADVISORS | BRIDGEHAMPTON GROUP | 6TH AVENUE TEAM
CRD#: 2288 / SEC#: 801-5016, 8-1865
RIA
Registered Investment Advisory firm - SEC (8/21/1968 Approved)Vermont
Registered Investment Advisory firm - SEC (11/6/2001 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(2/9/2024)
IAR
California(2/8/2024)
IAR
Colorado(2/14/2024)
IAR
Connecticut(2/8/2024)
IAR
Florida(2/9/2024)
IAR
Georgia(2/12/2024)
IAR
Indiana(5/13/2024)
IAR
Maryland(2/8/2024)
IAR
Massachusetts(4/2/2024)
IAR
New Jersey(3/28/2024)
IAR
New Mexico(4/16/2024)
IAR
New York(3/22/2024)
IAR
North Carolina(2/9/2024)
IAR
Oregon(2/8/2024)
IAR
Pennsylvania(2/9/2024)
IAR
Rhode Island(2/28/2024)
IAR
South Carolina(3/25/2024)
IAR
Texas(2/8/2024)
IAR
Vermont(2/9/2024)
Exams
State Security Law Exam
Current Firm
INGALLS & SNYDER, LLC
2X WEALTH GROUP | STEWART ASSET MANAGEMENT TEAM | NOBSKA CAPITAL MANAGEMENT | INGALLS & SNYDER, LLC | INGALLS & SNYDER LLC | INGALLS & SNYDER | FUNDAMENTAL EQUITY ADVISORS | BRIDGEHAMPTON GROUP | 6TH AVENUE TEAM
CRD#: 2288 / SEC#: 801-5016, 8-1865
RIA
Registered Investment Advisory firm - SEC (8/21/1968 Approved)Vermont
Registered Investment Advisory firm - SEC (11/6/2001 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
1 Rockefeller Plaza 7th Floor, New York, NY 10020
Mailing Address
1 Rockefeller Plaza 7th Floor, New York, NY 10020
Phone number
(212) 269-7800
Established
New York since 01/02/1996
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees
84
SEC notice filing (48 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| I&S GROUP, LLC | PARENT HOLDING COMPANY | |
| BOUCHER, THOMAS ONEIL JR | MANAGING DIRECTOR | 730430 |
| CASE, ROBERT ANTHONY | CHIEF EXECUTIVE OFFICER | 1367765 |
| CASE, ROBERT ANTHONY | SENIOR MANAGING DIRECTOR | 1367765 |
| DOUGHERTY, JOHN JOSEPH | MANAGING DIRECTOR | 1960029 |
| GARRISON, APHRODITE MAVRICOS | MANAGING DIRECTOR | 1763811 |
| GRISANTI, ADAM F | EXECUTIVE DIRECTOR | 4413657 |
| GRISANTI, ADAM F | CHIEF OPERATIONS OFFICER | 4413657 |
| GRISANTI, ADAM F | CHIEF FINANCIAL OFFICER | 4413657 |
| JANOVIC, ADAM DAVID | MANAGING DIRECTOR | 1521203 |
| LANE-ZUCKER, KEITH SIMON | MANAGING DIRECTOR | 4050531 |
| MCLEAN, ALICE BARZUN | MANAGING DIRECTOR | 4477581 |
| MEEHAN, SEAN PATRICK | MANAGING DIRECTOR | 5033839 |
| PARK, CHRISTIAN CHIHONG | EXECUTIVE DIRECTOR | 3106787 |
| PARK, CHRISTIAN CHIHONG | CHIEF COMPLIANCE OFFICER | 3106787 |
| RIEGEL, GUY RICHARDS | MANAGING DIRECTOR | 1050269 |
| THATCHER, JAMES EDWIN | MANAGING DIRECTOR | 5872101 |
| WESTON, CHRISTINE ELIZABETH | MANAGING DIRECTOR | 1136404 |
Regulatory assets under management
| Total Number of Accounts | 4,189 |
| AUM (Assets Under Management) | $ 6,897,915,721 |
Disclosures
| Regulatory Event | 18 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 08/22/2024 | ||
| 09/27/2023 |
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.
