Michael Holden
Michael Holden is a CFP-designated registered investment advisor at Bny Mellon Securities Corporation, based in West Palm Beach, FL, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.
Location
777 S. Flagler Drive, Suite 1810, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1990Other Business ActivitiesSells Insurance
Michael officiates football games seasonally, dedicating a few hours per week. He is also a licensed financial advisor selling insurance products and a Vice President at BNY Mellon Insurance Agency, responsible for product management, operational support, licensing & compliance activities with annuity and insurance distribution.
Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dreyfus Service CorporationBroker
G. R. Phelps & CO., INC.Broker
Mfs Financial Services, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.