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Henry Winchester

12 Years of Experience
Edgewater, MD
Broker

Henry Winchester is a registered investment advisor, based in Edgewater, MD, with 12 years of industry experience.

Location

Edgewater, MD

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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 is an access/supervised person of Principal Global Investors, LLC. He also acts as a consultant/brand ambassador for Elite Building Systems, a family building maintenance and cleaning services company, dedicating minimal time to this uncompensated, non-investment related role.

Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
October 2025 - Present · 9 mos
Columbia Management Investment Distributors, INC.Broker
October 2025 - Present · 9 mos
Columbia Management Investment Distributors, INC.
October 2025 - Present · 9 mos
Previous Registrations
Principal Asset Management
October 2021 - October 2025 · 4 yrs
Principal Funds Distributor, INC.Broker
January 2021 - October 2025 · 4 yrs 9 mos
Lord, Abbett & CO. LLC
July 2018 - January 2021 · 2 yrs 6 mos
Lord Abbett Distributor LLCBroker
July 2018 - January 2021 · 2 yrs 6 mos
Alliancebernstein L.P.
August 2013 - July 2018 · 4 yrs 11 mos
Alliancebernstein Investments, INC.Broker
August 2013 - July 2018 · 4 yrs 11 mos
State Registrations4 states
DCMDPAVA
AdvisorBrokerBoth

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 Winchester - Financial Advisor | TrueAdvisor