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Paul Eric Henneman

VALUENGINE CAPITAL MANAGEMENT
MELBOURNE, FL
·CRD# 5925916·13 years experience

Professional Summary

Paul Eric Henneman, who also goes by Paul Henneman, is a registered financial advisor currently at VALUENGINE CAPITAL MANAGEMENT LLC located in Melbourne, Florida. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Paul has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Paul Henneman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

VALUENGINE CAPITAL MANAGEMENT LLC·CRD# 175004
RIA
1900 S Harbor City Blvd Suite 328, Melbourne, FL 32901
August 28, 2015 - Present
COWEN PRIME SERVICES LLC·CRD# 153397
RIA
Melbourne, FL
December 2, 2013 - October 17, 2014

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Current Firm

VC
VALUENGINE CAPITAL MANAGEMENT LLC

VALUENGINE CAPITAL MANAGEMENT LLC

CRD#: 175004
California
Registered Investment Advisory firm - California (12/27/2023 Terminated)
Florida
Registered Investment Advisory firm - Florida (8/28/2015 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (6/1/2017 Approved)
New York
Registered Investment Advisory firm - New York (5/15/2017 Approved)
Utah
Registered Investment Advisory firm - Utah (11/29/2023 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1900 S Harbor City Blvd Suite 328, Melbourne, FL 32901

Mailing Address

Po Box 399, Melbourne, FL 32902

Phone Number

(321) 325-0519

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

127

AUM (Assets Under Management)

$19,095,866

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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.

ValuEngine Inc. Paul Henneman is President/CEO and spends 40 hours per week of his time on these activities and considers them his primary business. Office: 1900 S Harbor City Blvd Suite 328 Melbourne, FL 32901 ValuEngine, Inc in addition to being a corporate shareholder in VECM, also is a service provider of financial research, writing about and publishing stock reports as well as overall market analysis. ValuEngine, Inc. provides research to VECM. ValuEngine, Inc does not manage any funds, only publishes financial related research. ValuEngine Inc charges fees for the research provided to VECM.

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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.
IAR
Florida
(8/28/2015)
IAR
New Jersey
(6/1/2017)
IAR
New York
(11/30/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2013About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Eric Henneman's CRS (Customer Relationship Summary).

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