Haley Securities, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Omaha, Nebraska
CRD number
104124
Registered since
January 2, 2001

Firm profile

FINTRX

Overview

Haley Securities, Inc. is organized as a corporation and is recorded as having registered with the SEC in 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the source is "unclassified," and the snapshot does not depict it operating as a capital allocator. The profile indicates a limited regulatory footprint: the firm is not flagged as a multi-state adviser, is not described as newly formed, and is not identified as a pension consultant or a related adviser. The record also notes that Haley Securities is not an active ESG investor.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Christine Cohoon

    Registered RepresentativeCRD 5279757

  • Mathew Hensley

    Mathew Hensley

    Tech Support SpecialistCRD 6837845

  • Brian Overly

    PrincipalCRD 5264831

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Omaha, NE

Douglas

Location

Omaha, NE

Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
Douglas
Address
8712 W Dodge Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth