Henry Devries is a CFP-designated registered investment advisor, based in Rhinebeck, NY, with 15 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold.
Location
42 W Market Street, Rhinebeck, NY, 12572
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Henry is an investment advisor representative for Spire Wealth Management and uses the DBA Tranquility Wealth Management. He is also a licensed insurance representative for life and variable insurance. Additionally, Henry is the treasurer of NLEA Inc., dedicating a few hours per week to training and networking of law enforcement professionals.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLC
Spire Securities, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations5 states
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
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