Unclaimed Profile

Frank Thomas Madalone

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York

SIE, Series 7, Series 55, Series 57TO, Series 63, Series 66, Series 79TOClean record20 years registeredHALO INVESTMENT SERVICES, LLC

1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 4933293Firm CRD# 325613

Profile Verification

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

Identity

Frank Thomas Madalone · MANHASSET, NY

Registration

CRD #4933293 · HALO INVESTMENT SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HALO INVESTMENT SERVICES, LLC

Aug 2023 – present

HALO SECURITIES, LLC

Jan 2022 – present

SENTINUS, LLC

Jan 2022 – Aug 2023

FAIR HAVEN, NJ

TD AMERITRADE, INC.

Feb 2006 – Nov 2021

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 57TO

Series 63

Series 66

Series 79TO

Registration record

First registered · February 14, 2006

Years registered · 20

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 Frank Thomas Madalone offer?

Frank Thomas Madalone specializes in Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.

What are Frank Thomas Madalone's credentials?

Frank Thomas Madalone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Thomas Madalone located?

Frank Thomas Madalone 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 Frank Thomas Madalone charge for services?

Frank Thomas Madalone'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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