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 listed as a limited liability company that has been SEC-registered since 1993. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified; it is not identified as a capital allocator, multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The firm is not flagged as an active ESG investor. Public disclosures to FINTRX are sparse: fields for business activities, advisory activities, and client base are blank and the firm has not provided information about its activities or affiliations. That limited transparency constrains what can be reliably stated about the firm’s service model, target clients, or typical investment approach.
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 2PHILIP TOFFEL
CEO & Managing PartnerCRD 1045274
RACHEL PINO
CFOCRD 2381976
Contacts
3 of 34Rebecca Pino
Financial AdvisorCRD 7831049
MICHAEL ROMER
Vice PresidentCRD 5082414
Matthew Monk
AdministrativeCRD 7832751
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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