Brian J. Henrysen

PRESILIUM PRIVATE WEALTH

Radnor, PA 19087

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CRD#: 6964532

Professional summary

Brian Joseph Henrysen Jr., CFP®, who also goes by Brian Joseph Henrysen, Brian Henrysen, is a registered financial advisor currently at PRESILIUM PRIVATE WEALTH, LLC located in Radnor, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brian has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Joseph Henrysen | Brian Henrysen

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) Rental Income; 1807 Wylie Street Philadelphia, PA 19130; Rental; Homeowner; Maintain property; 05/09/2023; Not Investment Related; 1 hour per month; 0 hours per month during trading hours. 2) 215 Rehab Enterprises; Not investment related; 1807 Wylie Street, Philadelphia, PA 19130; Real Estate Rehab business; Managing member; Started 06/01/2023; 5 hours per month; 0 during trading hours. Manage relationships with contractors and other venders to facilitate rehab projects.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Henrysen Jr.'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 24, 2023 - Present

PRESILIUM PRIVATE WEALTH, LLC

Office #1: 150 North Radnor Chester Road Ste F110, Radnor, PA 19087

RIA

CRD#: 318345

Radnor, PA

Past

April 11, 2023 - December 20, 2023

LEGACY ADVISORS, LLC

RIA

CRD#: 139830

PLYMOUTH MEETING, PA

Past

February 17, 2023 - October 16, 2023

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PLYMOUTH MEETING, PA

Past

September 16, 2019 - January 25, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FORT WASHINGTON, PA

Past

June 29, 2019 - January 25, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FORT WASHINGTON, PA

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".

PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC | THE DAVIDSEE HART GROUP, LLC

CRD#: 318345 / SEC#: 801-123460

RIA

Registered Investment Advisory firm - (3/16/2022 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/24/2023)

IAR

Texas
(10/1/2024)

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

State Security Law Exam

IAR

Series 66

Date: 9/13/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/2/2019

Securities Industry Essentials Examination

Current Firm

PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC | THE DAVIDSEE HART GROUP, LLC

CRD#: 318345 / SEC#: 801-123460

RIA

Registered Investment Advisory firm - (3/16/2022 Approved)

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Contact information

Main Address

150 North Radnor Chester Road Ste F110, Radnor, PA 19087

Mailing Address

Phone number

(215) 982-4140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - FORM ADV PART 2A (9/17/2025)

Regulatory assets under management

Total Number of Accounts	1,402
AUM (Assets Under Management)	$ 554,248,200

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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Advisor Monitoring

Firm Stability Insights

Brian J. Henrysen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Henrysen Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY ADVISORS, LLC

M HOLDINGS SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PRESILIUM PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2019

Series 7TO

Date: 6/29/2019

SIE

Date: 3/2/2019

Current Firm

PRESILIUM PRIVATE WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESILIUM PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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