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Henry Joseph Venker

Investment adviser representative at Naples Global Advisors
12 yearsExperience
1 stateRegistered in
$2BFirm assets
15 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Naples Global AdvisorsJul 2025 to now
  2. Vero Beach Global AdvisorsMay 2025 to now
  3. UnemployedJan 2025 to May 2025
  4. Indiana UniversityAug 2021 to Jan 2025
  5. Chaminade College PrepAug 2014 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Naples Global Advisors

Legal name: Naples Global Advisors LLC

$2BAssets managed
306Clients
16Advisers
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
8114662
Firm CRD
158544
Advisor's SEC record (opens in a new tab)
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