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Gabriel Antoni

Investment adviser representative at Henderson Brothers Financial Partners LLC
10 yearsYears since first job or exam
2 statesRegistered in
CFP® certificationDesignation
$406.8M

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

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

Services the firm offers

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

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Henderson Brothers Financial Partners LLCJan 2025 to now
  2. LPL Financial, LLCAug 2020 to now
  3. Global Retirement Partners, LLCNov 2020 to Mar 2025
  4. HB RetirementJul 2020 to Mar 2025
  5. PNC Financial ServicesAug 2016 to Jun 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 2 states (NH, PA).

Henderson Brothers Financial Partners LLC

$406.8M
1,044Clients
18Advisers
1 yearIn business

Official records

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

7275250
333732
Advisor's SEC record (opens in a new tab)
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