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 a corporate broker/dealer-style entity that appears in regulatory records as active since 2001. Ownership is listed as a combination of a domestic entity and an individual, and the firm’s classification in the snapshot is unclassified. The record does not identify Haley Securities as a capital allocator and flags that it is not an active ESG investor. The firm’s public snapshot does not include summaries of client segments, advisory services, fee schedules, or specific business activities. Regulatory fields also indicate Haley Securities is not registered as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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