Unclaimed Profile

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

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.

Focus Areas

Specialties

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Elizabeth

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

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

Firm Overview

Firm

HALO INVESTMENT SERVICES, LLC

AUM

$31M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HALO INVESTMENT SERVICES, LLC →

Services

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7734677

Firm CRD# 325613

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 Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →