Adam Patrick Mchenry
Investment adviser representative at Raymond James (USA) Ltd
14 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Raymond James (USA) Ltd.Jun 2021 to now
- Raymond James Ltd.Oct 2020 to now
- Manulife Securities IncorporatedJan 2018 to Oct 2020
- BMO Nesbitt Burns Securities Ltd.Oct 2012 to Jan 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 6187118
- Firm CRD
- 25853