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Emmanuel I Henson

Emmanuel I. Henson

GAMMA WEALTH MANAGEMENT
Towson, MD
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CRD#: 5316589
Emmanuel I Henson

Professional summary


Emmanuel I Henson, CFP®, who also goes by Manny Henson, is a registered financial advisor currently at GAMMA WEALTH MANAGEMENT located in Towson, Maryland.

Emmanuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Emmanuel has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


What are your service offerings?
Socially Responsible Investing
Estate Planning
Education Planning
Debt Management
Social Security Planning
Tax Planning
Insurance Planning
Retirement Income Management
Comprehensive Financial Planni...
Inheritance
Employee and Employer Plan Ben...
Retirement Planning
Long-term Care
Business Succession Planning
Investment Planning
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Federal Employees
Fixed Fee (Subscription, Retai...
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases


Manny Henson

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.
Emmanuel I Henson is the owner of Trainsmith Solutions, where he markets career development, training and consulting services related to project management. This activity accounts for approximately 5% of his time during trading hours. Emmanuel I Henson is a Tax Specialist for H&R Block, where he provides tax preparation on a seasonal basis. This activity does not occur during trading hours. Gamma Wealth Management, LLC; Investment-Related; Towson, MD; Investment Adviser; Investment Adviser Representative; �04/2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Emmanuel I Henson'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®
CFP®

Start date: 2011

Experience


Current

January 31, 2023 - Present

GAMMA WEALTH MANAGEMENT

RIA
CRD#: 309326
Towson, MD
Past

November 18, 2021 - December 21, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
TOWSON, MD
Past

July 15, 2020 - December 31, 2022

GAMMA WEALTH MANAGEMENT

RIA
CRD#: 309326
TOWSON, MD
Past

May 3, 2018 - February 24, 2020

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

May 3, 2018 - February 24, 2020

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
HUNT VALLEY, MD
Past

January 24, 2017 - December 21, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

November 24, 2015 - December 21, 2017

SCOTTRADE, INC.

BD
CRD#: 8206
TOWSON, MD
Past

February 7, 2013 - July 14, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
LUTHERVILLE, MD
Past

February 4, 2013 - July 14, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
LUTHERVILLE, MD
Past

January 17, 2013 - July 14, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
LUTHERVILLE, MD
Past

April 19, 2007 - January 25, 2013

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Maryland
(1/31/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GAMMA WEALTH MANAGEMENT
GAMMA WEALTH MANAGEMENT
GAMMA WEALTH MANAGEMENT | GAMMA WEALTH MANAGEMENT, LLC

CRD#: 309326 / SEC#:

Maryland
Registered Investment Advisory firm - (5/28/2020 Approved)
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Contact information


Main Address
Towson, MD
Mailing Address
Po Box 10604, Towson, MD 21285
Phone number
(610) 570-5783
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 4,001,062

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


GAMMA WEALTH MANAGEMENT

GAMMA WEALTH MANAGEMENT

CRD#: 309326Towson, MD

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Contact information


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