Michael
Halloran
Shepherd Kaplan LLC
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About this Advisor
Michael Halloran is a financial advisor based in Boston, Massachusetts, working with Shepherd Kaplan LLC. Michael has previously held positions at Shepherd Kaplan LLC and Access Fiduciary Services. Michael has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Michael is part of Shepherd Kaplan LLC, which operates out of Boston, Massachusetts. The firm has 43 employees and manages assets totaling $8.6 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Shepherd Kaplan LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shepherd Kaplan LLC Brokerage Details
$8,617,780,105
43
1,330
$6,479,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Halloran Work History
Access Fiduciary Services
Shepherd Kaplan LLC
Shepherd Kaplan LLC
Disclosures
Please visit the SEC profile of Michael Halloran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shepherd Kaplan LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Brewster, NY
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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