AH
AH

Anthony Kenneth Holden

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.1B

Fee Structure

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Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony provides administrative support to Bleakley Financial Group, LLC, an independent investment advisor firm. This takes nearly full-time hours, with 120 hours during securities trading.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 10 mos
Onepoint Bfg Wealth Partners
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
February 2015 - April 2025 · 10 yrs 2 mos
Private Advisor Group, LLC
December 2014 - July 2022 · 7 yrs 7 mos
Northwestern Mutual Investment Services,llc
July 2012 - March 2015 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
July 2012 - March 2015 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
April 2006 - November 2011 · 5 yrs 7 mos
Wells Fargo Advisors, LLC
April 2006 - November 2011 · 5 yrs 7 mos
UBS Financial Services INC.
July 2005 - April 2006 · 9 mos
UBS Financial Services INC.Broker
June 2005 - April 2006 · 10 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Kenneth Holden - Financial Advisor | TrueAdvisor