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Henry William Greenfield

Investment adviser representative at Nisa Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$343.9BFirm 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 feePerformance-basedOther

Services the firm offers

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

  • Portfolio management

Experience

11 years in the industry.

  1. Nisa Investment Advisors, LLCJun 2023 to now
  2. OptumJun 2022 to Aug 2022
  3. Livio HealthJun 2021 to Aug 2021
  4. Jimmy John'sMay 2020 to Sep 2020
  5. Washington University In St. LouisAug 2019 to May 2023
  6. UnemployedJul 2019 to Jul 2019
  7. Snuffy's Malt ShopMay 2017 to Jun 2019
  8. UnemployedApr 2017 to Apr 2017
  9. MyburgerAug 2016 to Mar 2017
  10. Nova Classical AcademyAug 2015 to May 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

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

Nisa Investment Advisors, LLC

$343.9BAssets managed
440Clients
82Advisers
32 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
8248373
Firm CRD
107313
Advisor's SEC record (opens in a new tab)
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