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 has been a registered SEC adviser since 1993. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory profile in the snapshot is largely minimal: it is classified as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided supplemental descriptions of its business activities, advisory services, or external affiliations in the source material, so there is no public detail on client segments, investment approach, or service lines.
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
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