OH
Osiola M. Henderson
STRATEGIC ADVISERS LLC
MCKINNEY, TX
Some features on this profile are disabled
CRD#: 4560910
OH
Professional summary
Osiola Madrill Henderson, who also goes by Osiola Madrill Henderson, Osiola Henderson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mckinney, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Osiola is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Osiola has worked at 8 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE, Series 6, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Osiola Madrill Henderson | Osiola Henderson
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.
OBA-110662|OrgNmn:IMBELOV Enterprises, LLC|Org Addr:McKinney,Texas,US|OBA Nature:Real Estate Management, Consul|Invst Rel:Y|Title:Director|Duties:Contact properties owners and secure a price to purchase real estate. Enter into agreements with contractors to rehab the property. Work with |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-113467|OrgNmn:McKinney Park, Rec, and Open Space Advisory Board|Org Addr:McKinney,Texas,US|OBA Nature:Advises City Council on matter|Invst Rel:N|Title:Board Member Parks and Rec Open S|Duties:Board member that works to improve the city of McKinney and their use of Parks, Trails, and Open Spaces. Votes to submit to city council to ap|StrtDt:10-01-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-68535|OrgNmn:Self-employed|Org Addr:McKinney,Texas,US|OBA Nature:author, coaching, consultant|Invst Rel:N|Title:Sole Proprietor|Duties:Help youth learn their respective sports via weekly or monthly lessons, write articles and book on timely topics, give speech or talks when ne|StrtDt:05-09-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-68534|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Scheduling and delivery servic|Invst Rel:N|Title:Independent Contractor|Duties:accept delivery orders, pickup from businesses and promptly and efficiently drop off at consumers home/business|StrtDt:05-09-22|TotHrs/mon:40|TrdHrs/mon:0|OBA-68532|OrgNmn:Inteletravel|Org Addr:McKinney,Texas,US|OBA Nature:Independent Travel Agency |Invst Rel:N|Title:Independent Contractor|Duties:Fact-find, research, quote, schedule and enroll in travel related activities for consumers.|StrtDt:05-09-22|TotHrs/mon:40|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Osiola Madrill Henderson'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
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One Destiny Way, Westlake, TX 76262RIA
CRD#: 104555
MCKINNEY, TX
Current
June 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
July 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
November 10, 2015 - October 15, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ALLEN, TX
Past
February 21, 2012 - December 13, 2012
PRIDE INSURANCE AND INVESTMENTS, LLC
RIA
CRD#: 133138
MCKINNEY, TX
Past
January 24, 2011 - December 31, 2011
PRIDE INSURANCE AND INVESTMENTS, LLC
RIA
CRD#: 133138
MCKINNEY, TX
Past
January 15, 2010 - December 31, 2010
PRIDE INSURANCE AND INVESTMENTS, LLC
RIA
CRD#: 133138
MCKINNEY, TX
Past
January 1, 2005 - December 31, 2009
PRIDE INSURANCE AND INVESTMENTS, LLC
RIA
CRD#: 133138
MCKINNEY, TX
Past
January 16, 2003 - September 27, 2004
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
DALLAS, TX
Past
January 16, 2003 - September 27, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
July 31, 2002 - December 3, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
RICHARDSON, TX
Past
July 18, 2002 - December 3, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 18, 2002 - December 3, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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
Alabama(6/24/2022)
RR
Alaska(6/24/2022)
RR
Arizona(7/8/2022)
RR
Arkansas(6/27/2022)
RR
California(6/24/2022)
RR
Colorado(6/27/2022)
RR
Connecticut(6/24/2022)
RR
Delaware(6/27/2022)
RR
District of Columbia(6/28/2022)
RR
Florida(6/24/2022)
RR
Georgia(6/25/2022)
RR
Hawaii(7/15/2022)
RR
Idaho(6/24/2022)
RR
Illinois(7/1/2022)
RR
Indiana(7/22/2022)
RR
Iowa(6/28/2022)
RR
Kansas(6/24/2022)
RR
Kentucky(7/1/2022)
RR
Louisiana(6/27/2022)
RR
Maine(6/24/2022)
RR
Maryland(6/28/2022)
RR
Massachusetts(6/24/2022)
RR
Michigan(6/27/2022)
RR
Minnesota(6/24/2022)
RR
Mississippi(6/24/2022)
RR
Missouri(6/27/2022)
RR
Montana(6/24/2022)
RR
Nebraska(6/24/2022)
RR
Nevada(7/5/2022)
RR
New Hampshire(6/27/2022)
RR
New Jersey(6/24/2022)
RR
New Mexico(6/24/2022)
RR
New York(6/30/2022)
RR
North Carolina(6/27/2022)
RR
North Dakota(6/27/2022)
RR
Ohio(6/24/2022)
RR
Oklahoma(6/27/2022)
RR
Oregon(6/27/2022)
RR
Pennsylvania(6/24/2022)
RR
Puerto Rico(7/6/2022)
RR
Rhode Island(6/29/2022)
RR
South Carolina(6/24/2022)
RR
South Dakota(7/22/2022)
RR
Tennessee(6/24/2022)
RR
Texas(6/24/2022)
IAR
Texas(3/31/2025)
RR
Utah(6/24/2022)
RR
Vermont(6/24/2022)
RR
Virgin Islands(1/29/2025)
RR
Virginia(6/25/2022)
RR
Washington(6/24/2022)
RR
West Virginia(6/27/2022)
RR
Wisconsin(6/27/2022)
RR
Wyoming(7/19/2022)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/19/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
