Halo Investment Services, LLC

Halo Investment Services, LLC (CRD# 325613) is a financial advisory firm headquartered in Manhasset, NY. They manage $31,200,000 in 2 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1129 Northern Blvd., Suite 404, Manhasset, NY 11030
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $15,600,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MN, NJ, NY

Financial Advisors at Halo Investment Services, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Chloe Gullman, financial advisor Chicago IL
Chloe A. Gullman
CRD#: 6177578
Chicago, IL

Chloe Gullman (CRD# 6177578) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

2
Dennis Monohan, financial advisor Manhasset NY
Dennis Monohan
CRD#: 4308558
1129 Northern Blvd., Manhasset, NY 11030

Dennis Monohan (CRD# 4308558) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has over 13 years of experience in the finance industry.

3
Alexander Rabinovich, financial advisor Chicago IL
Alexander Rabinovich
CRD#: 2998824
200 West Jackson Blvd., 18th Floor, Chicago, IL 60661

Alexander Rabinovich (CRD# 2998824) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

4
Colin Biebel, financial advisor Manhasset NY
Colin M. Biebel
CRD#: 7441490
1129 Northern Blvd., Manhasset, NY 11030

Colin Biebel (CRD# 7441490) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has 1 year of experience in the finance industry.

5
Edward Harris, financial advisor Chicago IL
Edward I. Harris
CRD#: 7603628
200 West Jackson Blvd., 18th Floor, Chicago, IL 60661

Edward Harris (CRD# 7603628) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has 1 year of experience in the finance industry.

6
Christopher Warren, financial advisor Manhasset NY
Christopher C. Warren
CRD#: 4299799
1129 Northern Blvd., Manhasset, NY 11030

Christopher Warren (CRD# 4299799) is an Investment Advisor Representative working at Halo Investment Services, LLC in Manhasset, NY and has over 22 years of experience in the finance industry.

7
Ian Zindel, financial advisor Chicago IL
Ian J. Zindel
CRD#: 7357873
200 West Jackson Blvd., 18th Floor, Chicago, IL 60661

Ian Zindel (CRD# 7357873) is an Investment Advisor Representative working at Halo Investment Services, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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