Unclaimed Profile

Sunny Kulathaka

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York

Clean recordHALO INVESTMENT SERVICES, LLC

1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 7734674Firm CRD# 325613

Profile Verification

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

Identity

Sunny Kulathaka · MANHASSET, NY

Registration

CRD #7734674 · HALO INVESTMENT SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sunny Kulathaka 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

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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# 7734674

Firm CRD# 325613

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sunny Kulathaka offer?

Sunny Kulathaka specializes in Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.

What are Sunny Kulathaka's credentials?

Sunny Kulathaka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sunny Kulathaka located?

Sunny Kulathaka 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 Sunny Kulathaka charge for services?

Sunny Kulathaka'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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