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Sunny Kulathaka

HALO INVESTMENT SERVICES, LLC·MANHASSET, New York
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1129 NORTHERN BLVD., MANHASSET, NY 11030CRD# 7734674Firm CRD# 325613
01

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.

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# 7734674
Firm CRD# 325613
No disclosures on file
View on FINRA BrokerCheck →

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05

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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