Halo Securities, LLC

Overview

Halo Securities, LLC is organized as a limited liability company and is SEC-registered (registration recorded in 2017). The firm’s ownership is listed as a mix of a domestic entity and an individual. In the snapshot data the firm is classified as unclassified and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. The profile does not include disclosed descriptions of the firm’s advisory activities, fee schedule, or client segmentation. The snapshot also marks the firm as not a multi-state adviser, although location data included elsewhere indicates a broader office footprint.

Assets & Accounts

Location & Offices