Halo Securities, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 279029
- Registered since
- February 16, 2017
- Website
- haloinvesting.com
Firm profile
FINTRXOverview
Halo Securities, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2017. The firm's ownership is identified as a combination of a domestic entity and an individual. In the snapshot data the firm is classified as "unclassified." The available profile contains a number of negative flags: Halo Securities reports that it is not a capital allocator, not an active ESG investor, not a multi-state adviser (per the snapshot), not a pension consultant, and not a related adviser. The firm did not supply details on its client segments, fee schedules, business activities, or the specific advisory services it offers in the material provided.
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
3 of 3
Edward Samson
Founder and CEOCRD 2041321

Dana Goldstein
Chief Compliance OfficerCRD 1993607

Matthew Radgowski
Chief Executive OfficerCRD 2510172
Contacts
3 of 51Dennis Monohan
Head of Investment SolutionsCRD 4308558
Colleen Stockenberg
Relationship Management DirectorCRD 6031025

Frank Madalone
Registered RepresentativeCRD 4933293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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