PH
Peter J. Henry
EVOLVE WEALTH ADVISORS LP
SCOTTSDALE, AZ 85258
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CRD#: 4845126
PH
Professional summary
Peter John Henry is a registered financial advisor currently at EVOLVE WEALTH ADVISORS LP located in Scottsdale, Arizona.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Peter has worked at 10 firms and has passed the Series 65, Series 63 and Series 37 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. Peter Henry is Managing Member of Pacific Energy Holdings. This activity is not investment-related. The office is located is Scottsdale. It is a Holding Company for oil royalties. Peter's spends a minimal amount of time on this activity. 2. Peter Henry is a Partner of Evolve Cross Border Partners, LLC. This activity is not investment related. The office is located in Scottsdale. The company is a cross border tax and financial planning consulting firm. Peter's duties includes, business development, client coordination & on boarding clients and partnership responsibilities. Peter spends approximately 30-40 hours a week on this activity. 3. Evolve Cross Border Investments, LLC. This activity is investment related. The office is located in Scottsdale. The company refers investment clients to RIAs. Peter's duties include business development and referrals. Peter spend approximately 4 hours a month on this activity. 4. Peter Henry is a Partner of Raintree Capital Partners LLC. This activity is investment related. This office is located in Scottsdale. The company is a real estate investment company. Peter is responsible for managing all aspects of the company's capital markets relationships, including private equity activity, private client, and investment and commercial banking relationships. In addition, Peter is responsible for product strategy, development, and positioning, as well as compliance and risk management. Approximately 5-10 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Henry'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
August 30, 2021 - Present
EVOLVE WEALTH ADVISORS LP
Office #1: 7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258RIA
CRD#: 316038
SCOTTSDALE, AZ
Past
August 28, 2020 - October 19, 2021
VERSANT CAPITAL MANAGEMENT, INC.
RIA
CRD#: 131692
Scottsdale, AZ
Past
August 10, 2020 - September 1, 2021
CARDINAL POINT WEALTH MANAGEMENT, LLC
RIA
CRD#: 151579
Scottsdale, AZ
Past
August 10, 2020 - September 1, 2021
CARDINAL POINT WEALTH MANAGEMENT
RIA
CRD#: 140619
Irvine, CA
Past
September 6, 2017 - January 31, 2020
KEATS, CONNELLY & ASSOCIATES, INC
RIA
CRD#: 148884
PHOENIX, AZ
Past
March 29, 2016 - October 17, 2016
CHURCHILL MANAGEMENT GROUP
RIA
CRD#: 109651
San Marino, CA
Past
October 7, 2015 - March 15, 2016
HOLLY STREET WEALTH ADVISORS
RIA
CRD#: 167343
PASADENA, CA
Past
June 28, 2011 - June 20, 2012
PLATFORM ADVISORS, LLC
RIA
CRD#: 152997
STUDIO CITY, CA
Past
April 28, 2006 - September 4, 2008
CANACCORD GENUITY LLC
BD
CRD#: 1020
CALGARY,
Past
December 7, 2004 - July 28, 2008
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
BD
CRD#: 7449
CALGARY,
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
Arizona(2/23/2022)
IAR
California(8/30/2021)
IAR
Idaho(6/11/2025)
IAR
Texas(3/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 37
Date: 12/6/2004
Canada Module of the General Securities Registered Representative (With Options Questions)Current Firm
EW
EVOLVE WEALTH ADVISORS LP
EVOLVE WEALTH ADVISORS LP
CRD#: 316038 / SEC#: 801-122190
RIA
Registered Investment Advisory firm - (8/5/2022 Terminated)Arizona
Registered Investment Advisory firm - (4/21/2022 Approved)California
Registered Investment Advisory firm - (7/5/2022 Approved)Idaho
Registered Investment Advisory firm - (6/11/2025 Approved)Illinois
Registered Investment Advisory firm - (6/3/2022 Approved)Oregon
Registered Investment Advisory firm - (11/19/2022 Approved)Texas
Registered Investment Advisory firm - (1/11/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258
Mailing Address
Phone number
(602) 805-5683
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 51,521,648 |
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.
