Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience at Merrill Lynch, Pierce, Fenner & Smith
New
Henry Bachtle
Full name on record: Henry Daniel Bachtle
Financial advisor at Florida Financial Advisors
Henry Bachtle is a fiduciary financial advisor in Wilmington, Delaware, registered since Jul 2026. Henry joined Florida Financial Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Florida Financial Advisors reports being paid through a percentage of assets and flat fees.
One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office1013 Centre Road Suite 201, Wilmington, DE 19805
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowFlorida Financial Advisors, LLCCurrent firm
Questions to ask Henry
Tailored to Henry’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Henry
How do I contact Henry?
Call Florida Financial Advisors at (813) 333-1683 and ask for Henry Bachtle. Henry works from the Wilmington, DE office.
How long has Henry been a financial advisor?
Henry is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does Henry hold?
Series 65. Tap any license on this page to see what it allows.
Is Henry a fiduciary?
Henry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Henry paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Henry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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