Halliday Financial, LLC
Firm details
- Headquarters
- Glen Head, New York
- CRD number
- 31741
- Registered since
- March 1, 1993
- Website
- hallidayfinancial.com
Firm profile
FINTRXOverview
Halliday Financial, LLC is organized as a limited liability company and is registered with the SEC; the registration year on file is 1993. Ownership is recorded as a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in the dataset rather than by a common advisor type, and the record indicates it does not function as a capital allocator. The available profile flags several operational characteristics: it is not an active ESG investor, is not registered as a multistate adviser in the source, is not newly formed, and is not identified as a pension consultant or a related adviser. Information about the firm’s client types, fee arrangements and specific advisory activities was not provided in the dataset used for this profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Philip Toffel
CEO & Managing PartnerCRD 1045274
Rachel Pino
CFOCRD 2381976
Contacts
3 of 34Rebecca Pino
Financial AdvisorCRD 7831049

Michael Romer
Vice PresidentCRD 5082414
Matthew Monk
AdministrativeCRD 7832751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glen Head, NY
Nassau
Location
Glen Head, NY
Headquartered in Glen Head, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 725 Glen Cove Ave
- Time zone
- ET (UTC-5)
- Office locations
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