Ira
Rousso
Henley & Company Wealth Management LLC
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About this Advisor
Ira Rousso is a certified financial planner operating out of New York City, New York with a total of 2 years of industry experience. Rousso is currently employed by Henley & Company Wealth Management LLC. Over the course of their career, Rousso has held roles at Henley & Company LLC and Henley & Company Wealth Management. Rousso has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in New York. Henley & Company Wealth Management LLC is an advisory firm based out of Uniondale, NY. It has a total of six people on staff. It manages $80 million in assets under management between its 159 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 159 client accounts, 27% are held by high-net-worth investors who have more than $1 million in assets available to invest. Henley & Company Wealth Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Henley & Company Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Henley & Company Wealth Management LLC Brokerage Details
$79,515,654
6
159
$500,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ira Rousso Work History
Ira has been registered as a financial advisor for 2 years.*
Henley & Company LLC
Henley & Company Wealth Management
*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 Ira Rousso 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 Henley & Company Wealth Management LLC
New York City, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
Uniondale, NY
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.
