Ron
Henson
Pathstone
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About this Advisor
Ron Henson is a certified financial planner operating in Winter Park, Florida who has 1 year of relevant experience. Henson is an advisor for Pathstone. Their career trajectory has included roles at Pathstone, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Water Oak Advisors LLC and Eaton Vance Wateroak Advisors. Henson holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Florida. Pathstone is an advisory firm operating out of Englewood, NJ. The firm has offices in 15 locations and a total of 297 financial advisors. It handles $25 billion in assets under management among its 18,943 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 49 charities and foundations. Of its 18,943 customer accounts, 77% are held by high-net-worth individuals who have at least $1 million in assets. Pathstone has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice depend on the financial services provided. Fees billed by Pathstone can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ron Henson Work History
Ron has been registered as a financial advisor for 1 years.*
Pathstone
Eaton Vance Wateroak Advisors
Water Oak Advisors LLC
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ron Henson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pathstone
Winter Park, FL
Englewood, NJ
Englewood, NJ
Englewood, NJ
Englewood, NJ
Seattle, WA
Bellevue, WA
Winter Park, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
