HALO INVESTMENT SERVICES, LLC

MANHASSET, New York·6 registered advisors·CRD# 325613
SEC# 801-1276701312-586-2790
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
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

6 registered advisors
Christopher Churchman Warren
MANHASSET, New York
Dennis Monohan
MANHASSET, New York
Edward Regis Condon
OAK BROOK, Illinois
Frank Thomas Madalone
MANHASSET, New York
Jason M Barsema
MANHASSET, New York
Tyler David Qualio
OAK BROOK, Illinois
CFP
05

Office Locations

MANHASSET, New York
4 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.