Gary A. Henley
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.4TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- Edward JonesFeb 2019 to Apr 2021
- JP Morgan Chase BankAug 2017 to Dec 2018
- JP Morgan Securities LLCAug 2017 to Dec 2018
- UnemployedJun 2017 to Aug 2017
- Morgan StanleyJun 2016 to Apr 2017
- The HouseNov 2014 to May 2017
- Louisiana State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (LA, NJ, NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6665398
- Firm CRD
- 104555