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. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is categorized as unclassified within the data set. The firm's profile flags indicate it does not act as a capital allocator, does not identify as an active ESG investor, is not designated as a multi-state adviser, is not newly formed, does not serve as a pension consultant, and is not listed as a related adviser.
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 2Rachel Pino
CFOCRD 2381976
Philip Toffel
CEO & Managing PartnerCRD 1045274
Contacts
3 of 33
Christine Malmborg
Financial Advisor & Registered PrincipalCRD 5708309
Reese Hughes
Senior Financial PlannerCRD 5831565
Katherine Stein
Vice PresidentCRD 5878569
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
Similar firms
Ladenburg Thalmann & Co Inc.
Broker-DealerNew York, NY
Rothschild & Co US Inc.
Broker-DealerNew York, NY
Rencap Securities, Inc.
Broker-DealerNew York, NY
Robotti Securities, LLC
Broker-DealerNew York, NY
Transamerica Investors Securities, LLC
Broker-DealerHarrison, NY
C. L. King & Associates, Inc.
Broker-DealerAlbany, NY