HALO INVESTMENT SERVICES, LLC

MANHASSET, New York·8 registered advisors·CRD# 325613
SEC# 801-1276701312-586-2790
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Fee-Only Advisory
04

Advisors at HALO INVESTMENT SERVICES, LLC

8 registered advisors
Christopher Churchman Warren
MANHASSET, New York
Dennis Monohan
MANHASSET, New York
Edward Regis Condon
OAK BROOK, Illinois
Elizabeth Sunny Kulathakal
MANHASSET, New York
Frank Thomas Madalone
MANHASSET, New York
Jason M Barsema
MANHASSET, New York
Sunny Kulathaka
MANHASSET, New York
Tyler David Qualio
OAK BROOK, Illinois
05

Office Locations

MANHASSET, New York
6 advisors
OAK BROOK, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. HALO INVESTMENT SERVICES, LLC (CRD# 325613) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.