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Francis P. Gemino

HENLEY & COMPANY WEALTH MANAGEMENT LLC
UNIONDALE, NY 11556
Some features on this profile are disabled
CRD#: 219616
FG

Professional summary


Francis Patrick Gemino, who also goes by Pat Gemino, is a registered financial advisor currently at HENLEY & COMPANY WEALTH MANAGEMENT LLC located in Uniondale, New York and HENLEY & COMPANY LLC located in Uniondale, New York.

Francis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Francis has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, Series 99TO, Series 79TO, SIE, Series 5, Series 1, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pat Gemino

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) - RIA


Click below to view Francis Patrick Gemino'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 14, 2020 - Present

HENLEY & COMPANY WEALTH MANAGEMENT LLC

Office #1: 506 Rxr Plaza, Uniondale, NY 11556
RIA
CRD#: 144884
UNIONDALE, NY
Current

September 22, 2004 - Present

HENLEY & COMPANY LLC

Office #1: 506 Rxr Plaza, Uniondale, NY 11556
BD
CRD#: 131453
UNIONDALE, NY
Past

March 11, 2013 - December 31, 2019

HENLEY & COMPANY WEALTH MANAGEMENT LLC

RIA
CRD#: 144884
UNIONDALE, NY
Past

January 4, 1999 - December 31, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

November 26, 1986 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

January 24, 1985 - April 7, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

April 1, 1980 - January 28, 1985

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 31, 1980 - October 10, 1980

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

January 2, 1980 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

May 5, 1978 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

August 7, 1975 - April 3, 1977

BUTCHER & SINGER INC.

BD
CRD#: 6517
Past

August 14, 1973 - September 21, 1975

EDWARDS & HANLY

BD
CRD#: 6554

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".
H&
HENLEY & COMPANY WEALTH MANAGEMENT LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLC | HENLEY CAPITAL MANAGEMENT, INC. | HENLEY CAPITAL MANAGEMENT

CRD#: 144884 / SEC#: 801-77007

RIA
Registered Investment Advisory firm - (8/14/2012 Approved)
New York
Registered Investment Advisory firm - (8/22/2012 Terminated)
Virginia
Registered Investment Advisory firm - (8/22/2012 Terminated)

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.
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
(12/9/2009)
RR
California
(1/3/2005)
RR
Colorado
(1/3/2005)
RR
Connecticut
(9/21/2010)
IAR
Connecticut
(1/14/2020)
RR
District of Columbia
(1/27/2005)
RR
Florida
(1/5/2005)
RR
Georgia
(2/1/2005)
RR
Indiana
(1/14/2008)
RR
Nevada
(2/11/2005)
RR
New Jersey
(1/4/2005)
RR
New York
(10/2/2004)
IAR
New York
(4/8/2021)
RR
North Carolina
(2/4/2005)
RR
Ohio
(4/14/2010)
RR
Pennsylvania
(1/3/2005)
RR
South Carolina
(2/1/2005)
RR
Virginia
(1/3/2005)
RR
Wisconsin
(1/4/2005)
RR
Wyoming
(1/3/2005)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/17/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/12/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 8/9/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


H&
HENLEY & COMPANY WEALTH MANAGEMENT LLC
HENLEY & COMPANY WEALTH MANAGEMENT LLC | HENLEY CAPITAL MANAGEMENT, INC. | HENLEY CAPITAL MANAGEMENT

CRD#: 144884 / SEC#: 801-77007

RIA
Registered Investment Advisory firm - (8/14/2012 Approved)
New York
Registered Investment Advisory firm - (8/22/2012 Terminated)
Virginia
Registered Investment Advisory firm - (8/22/2012 Terminated)
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Contact information


Main Address
506 Rxr Plaza, Uniondale, NY 11556
Mailing Address
Phone number
(516) 794-5520
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/13/2025)

Regulatory assets under management


Total Number of Accounts122
AUM (Assets Under Management)$ 96,072,449

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 WEALTH MANAGEMENT LLC

CRD#: 144884Uniondale, NY 11556

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