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 a limited liability company that registered with the SEC in 2017. Public records classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The FINTRX snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not provide specifics about the firm’s advisory or broader business activities.
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
3 of 3
Edward Samson
Founder and CEOCRD 2041321
Matthew Radgowski
Chief Executive OfficerCRD 2510172
Dana Goldstein
Chief Compliance OfficerCRD 1993607
Contacts
3 of 50
Joseph Gerard
Head of InvestingCRD 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
Similar firms
Advantage Securities LLC
Broker-DealerChicago, IL
Kroll Securities LLC
Broker-DealerChicago, IL
Corporate Investments Group, Inc.
Broker-DealerChicago, IL
Dresner Investment Services, Inc.
Broker-DealerChicago, IL
Cognitive Capital, LLC
Broker-DealerChicago, IL
Guggenheim Funds Distributors, LLC
Broker-DealerChicago, IL