Halliday Financial, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Glen Head, New York
CRD number
31741
Registered since
March 1, 1993

Firm profile

FINTRX

Overview

Halliday Financial, LLC is organized as a limited liability company with ownership listed as both a domestic entity and individual interests. Public records classify the firm as "unclassified" and provide few specifics about its advisory activities or client focus. The firm is not identified as an active ESG investor, is not designated a multi-state adviser, is not described as a capital allocator, and is not flagged as a pension consultant. There are no disclosed details about its business activities, advisory services, or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth