AdvisorOS Directory
Claim Profile
DM

Dennis Monohan

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York
Unclaimed Profile
1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 4308558Firm CRD# 325613
01

About

Dennis Monohan is a registered financial advisor based in MANHASSET, New York, affiliated with HALO INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
HALO INVESTMENT SERVICES, LLC
HALO INVESTMENT SERVICES, LLC
AUM
$31M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at HALO INVESTMENT SERVICES, LLC →
Services
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4308558
Firm CRD# 325613
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dennis Monohan offer?
Dennis Monohan specializes in Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.
What are Dennis Monohan's credentials?
Dennis Monohan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Monohan located?
Dennis Monohan 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 Dennis Monohan charge for services?
Dennis Monohan'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 in MANHASSET
Daniel Seth Lewis — ORANGE CAPITAL VENTURES, LPRhea Varsha Persaud — ORANGE CAPITAL VENTURES, LPTodd Michael Greenberg — LOWELL ROAD ASSET MANAGEMENT, INC.Mark William Lotruglio — QUAN VEST CONSULTANTS INCSara Maria Lotruglio — QUAN VEST CONSULTANTS INC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile