David L Henry
Investment adviser representative at The Patriot Financial Group, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- The Patriot Financial Group, LLCSep 2025 to now
- The Patriot Financial Group Insurance Agency, LLCAug 2025 to now
- Dhk Financial Advisor, IncJan 2023 to now
- H&r BlockJan 2023 to Apr 2024
- Finer Wealth Management Inc.Jan 2023 to Oct 2023
- Mass Mutual Life InsuranceMay 2019 to Dec 2022
- Dkh InvestmentsFeb 2018 to Apr 2019
- MML Investor ServicesFeb 2017 to Dec 2022
- P/e Investments LLCNov 2010 to Jan 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2285081
- Firm CRD
- 172470