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Financial ADVSR advisor directory · SEC adviser records

Halo Investment Services, LLC financial advisors in Manhasset, NY

Every SEC-registered investment adviser representative at a Halo Investment Services, LLC office in Manhasset, A to Z.

The short answer

9 registered advisors work at Halo Investment Services, LLC in Manhasset, out of 21 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Halo Investment Services, LLC advisors in Manhasset, A to Z

Every Halo Investment Services, LLC advisor →

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

Halo Investment Services, LLC advisors in other cities

Chicago, IL 7Dublin, CA 1Estero, FL 1Fair Haven, NJ 1Lone Tree, CO 1Northbrook, IL 1

Other firms in Manhasset

All Manhasset advisors →

Osaic Wealth, Inc. 10Charles Schwab & Co., Inc. 7J.P. Morgan Securities LLC 4LPL Financial LLC 4Citigroup Global Markets Inc. 3

Questions

How many financial advisors does Halo Investment Services, LLC have in Manhasset?

9 investment adviser representatives are registered at Halo Investment Services, LLC offices in Manhasset, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Halo Investment Services, LLC one of the largest advisor employers in Manhasset?

Halo Investment Services, LLC ranks number 2 in Manhasset by registered advisors; Osaic Wealth, Inc. has the most, with 10.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.