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Financial ADVSR advisor directory · SEC adviser records

Halo Investment Services, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Halo Investment Services, LLC office in New York, by city and A to Z.

The short answer

9 registered advisors work at Halo Investment Services, LLC in New York, out of 22 nationwide; it's the firm's number 1 state by advisors, and the most are in Manhasset (9). 0 list the CFP designation and 8 are also registered broker representatives.

Halo Investment Services, LLC advisors by city in New York

Every firm in New York →

Manhasset 9

Halo Investment Services, LLC advisors in New York, A to Z

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Halo Investment Services, LLC advisors in every state →Halo Investment Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Halo Investment Services, LLC in other states

Illinois 7

Questions

How many Halo Investment Services, LLC financial advisors are in New York?

9 investment adviser representatives are registered at Halo Investment Services, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 22 at the firm nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Where in New York does Halo Investment Services, LLC have the most advisors?

Manhasset, with 9. Halo Investment Services, LLC has advisors in 1 city in New York.

How do I check a Halo Investment Services, LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Halo Investment Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.