Steven Henderly has been Partner, CCO of Nvest Wealth Strategies since January 2017, is a control person of the firm and directly owns between 50% and 75% of it. Steven Henderly holds a B.S. in Finance from The Ohio State University Fisher College of Business.
Nvest Wealth Strategies, Inc. is a Powell, OH firm with $237M under management, 187 clients and 2 advisers in one office, as of its January 2026 filing.
Steve Henderly is Partner & Chief Investment Officer of Nvest Wealth Strategies. He joined the firm in November 2006, shortly after its founding, and today serves as its CEO & Chief Investment Officer. Before Nvest, he worked as a Research Analyst covering the food, drug and retail industries for F&D Reports and Creditntell.com.
- – present · 13 yearsPowell, OH · Adviser representative · Firm CRD 139758
Professional designations
Listed by Nvest Wealth Strategies
- CFA
Investment adviser representative registrations
Steven Henderly is registered as an investment adviser representative in 3 states. The first approvals date from January 2013; the most recent is Florida, in January 2026.
- FloridaSince 16 January 2026
- OhioSince 24 January 2013
- TexasSince 13 January 2026
Examinations
No examinations are on Steven Henderly’s record.
- Full name
- Steven Gregory Henderly
- CRD
- 6155910
- Firm
- Nvest Wealth Strategies · CRD 139758
- Role
- Partner, CCO
- Office
- 9757 FAIRWAY DRIVE, Powell, OH 43065
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nvestwealth.com
Where does Steven Henderly work?
Steven Henderly has been Partner, CCO of Nvest Wealth Strategies, Inc. since January 2017, and is a control person of the firm.
Is Steven Henderly a financial advisor?
Yes. Steven Henderly has a current investment-adviser registration in Florida, Ohio and Texas, through Nvest Wealth Strategies since January 2013.
How many years of experience does Steven Henderly have?
Steven Henderly has 13 years in the financial industry, since January 2013, across 1 adviser firm.
Where is Steven Henderly based?
Steven Henderly’s registered office is in Powell, OH.
Is Steven Henderly registered with FINRA?
No. Steven Henderly has no current broker registration.
Is Steven Henderly a CFA charterholder?
Nvest Wealth Strategies lists Steven Henderly with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Steven Henderly’s record?
Search CRD 6155910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Henderly’s full registration record.
