HG
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Henry Ghriskey

35 Years of Experience
Boca Grande, FL

Henry Ghriskey is a registered investment advisor at Ingalls & Snyder LLC, based in Boca Grande, FL, with 35 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,453 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
4,453 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$7.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Ingalls & Snyder charges fees based on the value of your portfolio. The maximum annual fee for accounts with equities or equities and fixed income is 1.50% of the assets they manage. For accounts solely with fixed income, the maximum fee is 1.00%. Fees are generally billed quarterly based on the account value at the end of the quarter. Fees may be negotiable.

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Location

Boca Grande, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Henry serves in various roles, including Independent Director for Sound Shore Mutual Fund, Secretary for Blanc Fund, and board member/officer for several charitable foundations and organizations. He also acts as a Trustee for multiple accounts.

Employment History
Current Registrations
Ingalls & Snyder LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
February 1991 - January 2024 · 32 yrs 11 mos
State Registrations19 states
ALCACOCTFLGAINMAMDNCNJNMNYORPARISCTXVT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Henry Ghriskey - Financial Advisor | TrueAdvisor