Adviser and broker representative · Halo Investment Services, LLC
Gerard J. Vanderzanden
CRD 2658314 · Dublin, CA
At a glance
Gerard J. Vanderzanden is an investment adviser representative with Halo Investment Services, LLC in Dublin, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gerard’s SEC record dates to 2001, about 24 years ago. Gerard is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Halo Investment Services, LLCSince September 2024Dublin, CA · $75M in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gerard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.