Gregory
Donohoe

Halo Investment Services, LLC

CRD#5520649
Investment Advisor
in Florence, NJ

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About this Advisor

Gregory Donohoe is a financial advisor based in Florence, New Jersey, working with Halo Investment Services, LLC. Gregory has previously held positions at J.P. Morgan Securities LLC, Charles Schwab And Co., Inc, Halo Securities, LLC, Halo Investment Services, LLC, and Tdameritrade. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Gregory is part of Halo Investment Services, LLC, which operates out of Florence, New Jersey. The firm has 1 office and 15 employees. The firm manages assets totaling $31.2 million. The services offered by the firm include the selection of other advisers and other services. The fee structure at Halo Investment Services, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Florence, NJ

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Halo Investment Services, LLC Brokerage Details

Total Assets Under Management

$31,200,000

NJ Average: $7,464,549,021
Total Number of Employees

15

NJ Average: 88
Total Number of Accounts

2

NJ Average: 3,892
Average Account Size

$15,600,000

NJ Average: $1,917,921

Investment Advisory Services

  • Selection of other advisers
  • Other

Gregory Donohoe Work History

2024 - Present (0 year)

Halo Securities, LLC

2024 - Present (0 year)

Halo Investment Serivces, LLC

2022 - Present (2 years)

Charles Schwab And Co., Inc

2015 - Present (9 years)

Tdameritrade

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

Disclosures

Please visit the SEC profile of Gregory Donohoe 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 Halo Investment Services, LLC

Alexander Rabinovich
Chicago, IL
Christopher Warren
Manhasset, NY
Cameron Grogan
Chicago, IL
Chloe Gullman
Chicago, IL
Christopher Virgilio
Chicago, IL
Gregory Donohoe
Florence, NJ
Ian Zindel
Chicago, IL
Dennis Monohan
Manhasset, NY

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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