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 organized as a corporation and has been SEC-registered since 2001. Public snapshots classify the firm as unclassified and identify its ownership as a domestic entity/individual. The firm's profile in the source dataset is sparse: it is not flagged as a capital allocator, it is not listed as an active ESG investor, and it is not registered as a multistate or newly formed adviser. The source material does not describe Haley Securities’ advisory offerings, fee model, target client segments, or specific investment mandates. That limited disclosure makes it difficult to place the firm within a clear wealth-management or asset-management niche from the dataset alone.

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

Contacts

3 of 8
  • Christine Cohoon

    Registered RepresentativeCRD 5279757

  • Mathew Hensley

    Mathew Hensley

    Tech Support SpecialistCRD 6837845

  • Brian Overly

    PrincipalCRD 5264831

Unlock 5 more contacts

Wealth teams

FINTRX

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