Maureen Therese Henry

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 11/2020
  Td Ameritrade
  Charlotte, NC
• 11/2020 → 04/2021
  Zermatt Securities, Inc.
  Charlotte, NC
• 11/2020 → 04/2021
  Hayden Royal
  Charlotte, NC
• 05/2021 → 01/2022
  Carolinas Investment Consulting Llc
  Charlotte, NC
• 05/2021 → 01/2022
  Carolinas Wealth Consulting Llc
  Charlotte, NC
• 01/2022 → 02/2026
  Ameriprise Financial Services, Llc
  Charlotte, NC
• 02/2026 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Previous Registrations

• 2022-02-01 → 2026-02-24
  Ameriprise Financial Services, Llc
  Charlotte, NC
  Charlotte, NC
• 2021-05-28 → 2022-02-04
  Carolinas Wealth Consulting Llc
  Charlotte, NC
• 2020-12-08 → 2021-04-14
  Hayden Royal
  Charlotte, NC
• 2016-09-01 → 2020-12-01
  Td Ameritrade, Inc.
  Charlotte, NC
• 2016-09-01 → 2020-12-01
  Td Ameritrade Investment Management, Llc
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2015-12-01

Other Names

• Maureen Therese Desilva
• Maureen Therese De Silva