AdvisorOS Directory
Claim Profile
Unclaimed Profile
MH

Michael Anthony Halloran

ACCESS FIDUCIARY SERVICES, LLC·SACHSE, Texas
Series 65Clean record18 years registeredACCESS FIDUCIARY SERVICES, LLC
7702 CINDY LANE, SACHSE, TX 75048CRD# 5074100Firm CRD# 311558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Halloran · SACHSE, TX
Registration
CRD #5074100 · ACCESS FIDUCIARY SERVICES, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ACCESS FIDUCIARY SERVICES, LLC
Apr 2021 – present
SHEPHERD KAPLAN LLC
Jul 2008 – present
ACCESS FIDUCIARY SERVICES, LLC
Mar 2021 – Apr 2021
Boston, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 14, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCESS FIDUCIARY SERVICES, LLC
CRD 311558 · SEC 801-119932
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Services offered by ACCESS FIDUCIARY SERVICES, LLC
Per Form ADV
Selection of other advisers
View all advisors at ACCESS FIDUCIARY SERVICES, LLC →
Introduction

Speak with Michael

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

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

Looking for a financial advisor in SACHSE?

Browse all registered financial advisors in SACHSE, Texas or claim this profile if it's yours.

Browse SACHSE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Anthony Halloran offer?
Michael Anthony Halloran specializes in Wealth Management. Contact their office in SACHSE, Texas for a consultation.
What are Michael Anthony Halloran's credentials?
Michael Anthony Halloran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Halloran located?
Michael Anthony Halloran is based in SACHSE, Texas, working with ACCESS FIDUCIARY SERVICES, LLC. Their office serves clients in the SACHSE metropolitan area and surrounding communities.
How does Michael Anthony Halloran charge for services?
Michael Anthony Halloran's firm is compensated through other: portion of subscription fee due to pep sponsor. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS FIDUCIARY SERVICES, LLC?
ACCESS FIDUCIARY SERVICES, LLC has approximately 2 employees. 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile