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 appears in SEC records with an initial registration year of 2017. Source data describes ownership as involving a domestic entity and an individual principal. The firm is marked as unclassified in the snapshot data and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. Several advisor-status flags are negative: it is not listed as a multi-state adviser and is not flagged as newly formed. The firm did not provide information about its advisory activities, business lines, fee structure, or client base in the dataset provided. That absence of operational detail limits what can be inferred about its service model or target clientele from these records alone.
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 2
Matthew Radgowski
Chief Executive OfficerCRD 2510172

Dana Goldstein
Chief Compliance OfficerCRD 1993607
Contacts
3 of 53
Joseph Gerard
DirectorCRD 3031695

Paul Nitsche
Operations AssociateCRD 8057658

Laurin Starck
DirectorCRD 4465925
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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