William G. Henderly

NVEST WEALTH STRATEGIES

POWELL, OH

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CRD#: 4373195

Professional summary

William Gary Henderly, who also goes by William Henderly, is a registered financial advisor currently at NVEST WEALTH STRATEGIES, INC. located in Powell, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Henderly

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 William Gary Henderly'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

March 15, 2006 - Present

NVEST WEALTH STRATEGIES, INC.

RIA

CRD#: 139758

POWELL, OH

Past

November 22, 1999 - November 8, 2007

WEALTHSTONE ADVISORS

RIA

CRD#: 110725

COLUMBUS, OH

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".

NVEST WEALTH STRATEGIES, INC.

CRD#: 139758 / SEC#: 801-123479

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

Florida

Registered Investment Advisory firm - (3/22/2013 Approved)

Ohio

Registered Investment Advisory firm - (2/22/2012 Approved)

Texas

Registered Investment Advisory firm - (3/17/2014 Conditional Restricted)

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

Florida
(3/22/2013)

IAR

Ohio
(3/15/2006)

IAR

Texas
(3/18/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NVEST WEALTH STRATEGIES, INC.

CRD#: 139758 / SEC#: 801-123479

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

Florida

Registered Investment Advisory firm - (3/22/2013 Approved)

Ohio

Registered Investment Advisory firm - (2/22/2012 Approved)

Texas

Registered Investment Advisory firm - (3/17/2014 Conditional Restricted)

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Contact information

Main Address

9757 Fairway Drive, Powell, OH 43065

Mailing Address

Phone number

(614) 389-4646

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWS ADV PART 2A2B BROCHURE (SEC 1.31.2025 REV1) (1/21/2025)

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 201,510,861

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.

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William G. Henderly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gary Henderly's CRS (Customer Relationship Summary).

Certified licenses

Experience

NVEST WEALTH STRATEGIES, INC.

WEALTHSTONE ADVISORS

Primary Firm SEC Registration

NVEST WEALTH STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Current Firm

NVEST WEALTH STRATEGIES, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NVEST WEALTH STRATEGIES, INC.

TRUST BUT VERIFY

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