Ivan Henriquez
Investment adviser representative at Forthright Capital
12 yearsExperience
3 statesRegistered in
$107.7MFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Infinity Financial Services AdvisoryOct 2026 to now
- Forthright CapitalOct 2023 to now
- Forthright Capital AdvisoryAug 2023 to now
- Forthright Capital PartnersAug 2023 to now
- Guardian Life Insurance CompanyFeb 2023 to Aug 2023
- Park Avenue SecuritiesFeb 2023 to Aug 2023
- Equitable Advisors, LLCNov 2018 to Feb 2023
- AXA Advisors, LLCNov 2018 to Jun 2020
- Munchies Vending, LLCMay 2018 to Jul 2019
- Synergized Property Acquisitions, LLCDec 2014 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, SC).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 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
- 7011297
- Firm CRD
- 323596