Unclaimed Profile

Phil C Shaffer

HALITE PARTNERS, LLC·COLUMBUS, Ohio

SIE, Series 1, Series 7, Series 8, Series 31, Series 63, Series 6525 years registeredHALITE PARTNERS, LLC

5025 ARLINGTON CENTRE BLVD., COLUMBUS, OH 43220CRD# 716363Firm CRD# 289182

Profile Verification

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

Identity

Phil C Shaffer · COLUMBUS, OH

Registration

CRD #716363 · HALITE PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ONEASCENT FAMILY OFFICES

May 2024 – present

HAMILTON CAPITAL

Nov 2018 – May 2024

COLUMBUS, OH

HALITE PARTNERS, LLC

Aug 2017 – Dec 2018

COLUMBUS, OH

MORGAN STANLEY

Jun 2009 – Jun 2017

COLUMBUS, OH

CITIGROUP GLOBAL MARKETS INC.

Feb 2001 – Jun 2009

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 8

Series 31

Series 63

Series 65

Registration record

First registered · February 20, 2001

Years registered · 25

Disclosure History

1996Customer Dispute·Settled

1993Customer Dispute·Settled

1986Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HALITE PARTNERS, LLC

CRD 289182 · SEC 801-110910

AUM

$111M

Regulatory assets under management

Employees

1 client accounts

Services offered by HALITE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HALITE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Phil C Shaffer offer?

Phil C Shaffer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.

What are Phil C Shaffer's credentials?

Phil C Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phil C Shaffer located?

Phil C Shaffer is based in COLUMBUS, Ohio, working with HALITE PARTNERS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Phil C Shaffer charge for services?

Phil C Shaffer'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 HALITE PARTNERS, LLC?

HALITE PARTNERS, LLC has approximately 12 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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