Henry J. Venker
Professional summary
Henry Joseph Venker is a registered financial advisor currently at NAPLES GLOBAL ADVISORS located in Vero Beach, Florida.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Henry has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry Joseph Venker's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2025 - Present
NAPLES GLOBAL ADVISORS
Office #1: 3003 Cardinal Drive Ste E, Vero Beach, FL 32963Primary Firm SEC Registration
NAPLES GLOBAL ADVISORS
CRD#: 158544 / SEC#: 801-72600
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2025)
Exams
Current Firm
NAPLES GLOBAL ADVISORS
CRD#: 158544 / SEC#: 801-72600
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,688 |
| AUM (Assets Under Management) | $ 1,654,697,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 01/27/2025 | ||
| 01/27/2025 | ||
| 03/25/2024 | ||
| 01/03/2023 |
Red Flags
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