Charles Henry (CRD# 5949095) is an Investment Advisor Representative working at Rosenthal | Henry Capital Advisors, Inc. in Mishawaka, IN and has over 11 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John W. Rosenthal Capital Management | Mishawaka, IN | Oct 2018 - Current | 5 |
| Cavitch, Familo, & Durkin | Cleveland, OH | Jul 2017 - Oct 2018 | 1 |
| Cleveland-marshall College Of Law | Cleveland, OH | Aug 2014 - Jun 2017 | 2 |
| Pnc Investments | Cleveland, OH | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IN
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$35,899,682
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
IN, OH, WA
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