Henry Looney has been an investment adviser representative at Intelligent Wealth Solutions since October 2025, and is not listed among the firm’s executive officers or direct owners.
Intelligent Wealth Solutions LLC is an Austin, TX firm with $961M under management, 3,156 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Henry Looney’s longest registration is the current one, 1 year at Waterloo Capital since 2025.
- – present · 1 yearAustin, TX · Adviser representative · Firm CRD 300403
- Waterloo CapitalAlso current– present · 1 yearAustin, TX · Adviser representative · Firm CRD 133705
Investment adviser representative registrations
Henry Looney is registered as an investment adviser representative in Texas, since June 2025.
- TexasSince 18 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2025 |
| SIE | Securities Industry Essentials Examination | 1 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Henry Guest Looney
- CRD
- 7583537
- Firm
- Intelligent Wealth Solutions · CRD 300403
- Office
- 2801 VIA FORTUNA, SUITE 250, Austin, TX 78746
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Henry Looney work?
Henry Looney is an investment adviser representative registered through Intelligent Wealth Solutions LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Henry Looney a financial advisor?
Yes. Henry Looney has a current investment-adviser registration in Texas, through Intelligent Wealth Solutions since October 2025.
How many years of experience does Henry Looney have?
Henry Looney has 1 year in the financial industry, since June 2025, across 2 adviser firms.
What exams has Henry Looney passed?
Henry Looney has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2024.
Where is Henry Looney based?
Henry Looney’s registered office is in Austin, TX.
Is Henry Looney registered with FINRA?
No. Henry Looney has no current broker registration.
How can I verify Henry Looney’s record?
Search CRD 7583537 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Henry Looney’s full registration record.
- Gery SadzewiczChief Compliance Officer
- John ChatmasCEO
- Bennett WoodwardMember