Holden Richard Iverson
Investment adviser representative at Cynosure Group, LLC
11 yearsExperience
1 stateRegistered in
$9.8BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cynosure Group, LLCJan 2026 to now
- The Cynosure GroupNov 2024 to now
- Goldman SachsSep 2023 to Nov 2024
- Clicklease LLCSep 2021 to Aug 2023
- SchoolAug 2015 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cynosure Group, LLC
Legal name: The Cynosure Group
$9.8BAssets managed
148Clients
15Advisers
10 yearsIn 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
- 7809312
- Firm CRD
- 281399