Henry
Devries

Spire Wealth Management, LLC

CRD#5901884
Investment Advisor
in Rhinebeck, NY

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About this Advisor

Henry Devries is a financial advisor based in Rhinebeck, New York, working with Spire Wealth Management, LLC. Henry has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Spire Investment Partners. Henry has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Henry is part of Spire Wealth Management, LLC, which operates out of Rhinebeck, New York. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Rhinebeck, NY

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,777,743,993

NY Average: $1,835,309,194
Total Number of Employees

165

NY Average: 32
Total Number of Accounts

15,951

NY Average: 1,458
Average Account Size

$299,526

NY Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Henry Devries Work History

2021 - Present (3 years)

Spire Investment Partners

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2011 - 2021 (10 years)

Morgan Stanley Smith Barney

Disclosures

Please visit the SEC profile of Henry Devries 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 Spire Wealth Management, LLC

Christopher Frederick
Knoxville, TN
Penny Dokken
Colorado Springs, CO
Zachary Joiner
Saint Louis, MO
Nicholas Putnam
Bedminster, NJ
Kayla Johnson
Wilmington, NC
Tobia Pierce
Xenia, OH
Conal Saturno-Sanjana
Mc Lean, VA
Carolyn Kitzel
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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