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Elizabeth Sunny Kulathakal

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York
Clean recordHALO INVESTMENT SERVICES, LLC
1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 7734677Firm CRD# 325613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Sunny Kulathakal · MANHASSET, NY
Registration
CRD #7734677 · HALO INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Sunny Kulathakal 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.

Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7734677
Firm CRD# 325613
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Sunny Kulathakal offer?
Elizabeth Sunny Kulathakal specializes in Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.
What are Elizabeth Sunny Kulathakal's credentials?
Elizabeth Sunny Kulathakal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Sunny Kulathakal located?
Elizabeth Sunny Kulathakal 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 Elizabeth Sunny Kulathakal charge for services?
Elizabeth Sunny Kulathakal'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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