Anthony A. Durkin

DURKIN INVESTMENT GROUP.

Montvale, NJ 07645

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CRD#: 1759179

Professional summary

Anthony Angelo Durkin is a registered financial advisor currently at DURKIN INVESTMENT GROUP, LLC. located in Montvale, New Jersey.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Anthony has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Anthony Durkin does not have any other investment-related business activities outside of Durkin Investment Group, LLC, but in his individual capacity, provides revenue and accounts receivable consulting services. This service is: 1) not investment-related, 2) commenced 7/2017, and 3) consists of approximately 10 hours/month (which includes approximately 1-2 hours/month during securities trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Angelo Durkin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 7, 2013 - Present

DURKIN INVESTMENT GROUP, LLC.

Office #1: 102 Chestnut Ridge Road Suite 202, Montvale, NJ 07645

RIA

CRD#: 167370

Montvale, NJ

Past

February 26, 2013 - March 18, 2014

VILLAFRANCO WEALTH MANAGEMENT

RIA

CRD#: 110371

MONTVALE, NJ

Past

November 4, 2004 - May 7, 2013

APB FINANCIAL GROUP, LLC

CRD#: 38235

MONTVALE, NJ

Past

December 14, 2001 - July 1, 2004

BANC OF AMERICA SPECIALIST, INC.

CRD#: 103971

NEW YORK, NY

Past

January 2, 2001 - November 29, 2001

BEAR WAGNER SPECIALISTS LLC

CRD#: 32691

NEW YORK, NY

Past

October 1, 2000 - January 2, 2001

HUNTER SPECIALISTS, LLC

CRD#: 43303

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/21/2024)

IAR

New Jersey
(5/7/2013)

IAR

New York
(4/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/1/2000

General Securities Representative Examination

Current Firm

DURKIN INVESTMENT GROUP, LLC.

CRD#: 167370 / SEC#:

Florida

Registered Investment Advisory firm - (6/21/2024 Approved)

New Jersey

Registered Investment Advisory firm - (5/7/2013 Approved)

New York

Registered Investment Advisory firm - (3/18/2016 Approved)

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Contact information

Main Address

102 Chestnut Ridge Road Suite 202, Montvale, NJ 07645

Mailing Address

Phone number

(201) 410-2779

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 58,021,067

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony A. Durkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Angelo Durkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DURKIN INVESTMENT GROUP, LLC.

VILLAFRANCO WEALTH MANAGEMENT

APB FINANCIAL GROUP, LLC

BANC OF AMERICA SPECIALIST, INC.

BEAR WAGNER SPECIALISTS LLC

HUNTER SPECIALISTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2013

Series 63

Date: 2/25/2005

Series 7

Date: 10/1/2000

Current Firm

DURKIN INVESTMENT GROUP, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DURKIN INVESTMENT GROUP, LLC.

TRUST BUT VERIFY

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