AdvisorOS Directory
Claim Profile
Unclaimed Profile
CW

Christopher Churchman Warren

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York
SIE, Series 7, Series 7TO, Series 9, Series 10, Series 23, Series 24, Series 63, Series 66Clean record2 years registeredHALO INVESTMENT SERVICES, LLC
1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 4299799Firm CRD# 325613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Churchman Warren · MANHASSET, NY
Registration
CRD #4299799 · HALO INVESTMENT SERVICES, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

HALO INVESTMENT SERVICES, LLC
Mar 2024 – present
HALO SECURITIES, LLC
Feb 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 9
Series 10
Series 23
Series 24
Series 63
Series 66
Registration record
First registered · February 27, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HALO INVESTMENT SERVICES, LLC
CRD 325613 · SEC 801-127670
AUM
$31M
Regulatory assets under management
Employees
15
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

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANHASSET?

Browse all registered financial advisors in MANHASSET, New York or claim this profile if it's yours.

Browse MANHASSET AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Churchman Warren offer?
Christopher Churchman Warren specializes in Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.
What are Christopher Churchman Warren's credentials?
Christopher Churchman Warren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Churchman Warren located?
Christopher Churchman Warren is based in MANHASSET, New York, working with HALO INVESTMENT SERVICES, LLC. Their office serves clients in the MANHASSET metropolitan area and surrounding communities.
How does Christopher Churchman Warren charge for services?
Christopher Churchman Warren'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HALO INVESTMENT SERVICES, LLC

Frank Thomas Madalone
MANHASSET, NY
Dennis Monohan
MANHASSET, NY
Edward Regis Condon
OAK BROOK, IL
Tyler David Qualio
OAK BROOK, IL
CFP
Jason M Barsema
MANHASSET, NY

More Advisors in MANHASSET, New York

Todd Michael Greenberg
LOWELL ROAD ASSET MANAGEMENT, INC.·MANHASSET, NY
Alan Pasquale Borrelli
ARAMAS CAPITAL MANAGEMENT LLC·MANHASSET, NY
CFA
Anthony Baldassare Lotruglio
QUAN VEST CONSULTANTS INC·MANHASSET, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile