Unclaimed Profile

Edward Regis Condon

HALO INVESTMENT SERVICES, LLC·OAK BROOK, Illinois

SIE, Series 3, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record11 years registeredHALO INVESTMENT SERVICES, LLC

700 COMMERCE DRIVE, OAK BROOK, IL 60523CRD# 2349839Firm CRD# 325613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Regis Condon · OAK BROOK, IL

Registration

CRD #2349839 · HALO INVESTMENT SERVICES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALO INVESTMENT SERVICES, LLC

REGATTA ADVISORS

Dec 2024 – Mar 2026

Port Washington, NY

ALDEN CAPITAL

Sep 2024 – Dec 2025

Port Washington, NY

HALO INVESTMENT SERVICES, LLC

Aug 2023 – Apr 2024

PORT WASHINGTON, NY

SENTINUS, LLC

Jan 2022 – Aug 2023

PORT WASHINGTON, NY

BLUESTONE CAPITAL MANAGEMENT, LLC

Jul 2015 – Jan 2022

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · July 17, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALO INVESTMENT SERVICES, LLC

CRD 325613 · SEC 801-127670

AUM

$31M

Regulatory assets under management

Employees

2 client accounts

Services offered by HALO INVESTMENT SERVICES, LLC

Per Form ADV

Security ratings or pricing services

Other

View all advisors at HALO INVESTMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Regis Condon offer?

Edward Regis Condon specializes in Fee-Only Advisory.

What are Edward Regis Condon's credentials?

Edward Regis Condon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Regis Condon located?

Edward Regis Condon is based in OAK BROOK, Illinois, last registered with HALO INVESTMENT SERVICES, LLC.

How does Edward Regis Condon charge for services?

Edward Regis Condon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALO INVESTMENT SERVICES, LLC?

HALO INVESTMENT SERVICES, LLC has approximately 15 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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