Skip to content

Anthony J Barone

Investment adviser representative at Henderson Brothers Financial Partners LLC
11 yearsExperience
5 statesRegistered in
$406.8MFirm assets
1 yearFirm in business

Are you Anthony J Barone? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Henderson Brothers Financial Partners LLCMar 2025 to now
  2. LPL Financial LLCMay 2017 to now
  3. Global Retirement Partners, LLCJul 2017 to Mar 2025
  4. Henderson Brothers Retirement, Inc.May 2017 to Mar 2025
  5. PNC InvestmentsJun 2015 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 5 states (NC, OH, PA, TX, WV).

Henderson Brothers Financial Partners LLC

$406.8MAssets managed
1,044Clients
18Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5313945
Firm CRD
333732
Advisor's SEC record (opens in a new tab)
CallContact this firm