Dennis
Monohan

Halo Investment Services, LLC

CRD#4308558
Investment Advisor
in Manhasset, NY

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About this Advisor

Dennis Monohan is a financial advisor based in Manhasset, New York, working with Halo Investment Services, LLC. Dennis has previously held positions at Monk Castle LLC, Equitec Proprietary Markets LLC, Formidable Asset Management, LLC, Halo Investment Services, LLC, Sentinus Securities LLC, Sentinus, LLC, and Halo Securities, LLC. Dennis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Dennis is part of Halo Investment Services, LLC, which operates out of Manhasset, New York. 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 65

Services Offered

Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

1129 Northern Blvd. Suite 404
Manhasset, NY 11030

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Halo Investment Services, LLC Brokerage Details

Total Assets Under Management

$31,200,000

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

15

NY Average: 88
Total Number of Accounts

2

NY Average: 3,892
Average Account Size

$15,600,000

NY Average: $1,917,921

Investment Advisory Services

  • Selection of other advisers
  • Other

Dennis Monohan Work History

2023 - Present (1 year)

Halo Investment Services, LLC

2021 - Present (3 years)

Halo Securities, LLC

2018 - 2023 (5 years)

Sentinus, LLC

2017 - 2017 (< 1 year)

Formidable Asset Management, LLC

2017 - 2019 (2 years)

Sentinus Securities LLC

2013 - 2017 (4 years)

Equitec Proprietary Markets LLC

2011 - 2016 (5 years)

Monk Castle LLC

Disclosures

Please visit the SEC profile of Dennis Monohan 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
Cameron Grogan
Chicago, IL
Christopher Warren
Manhasset, NY
Chloe Gullman
Chicago, IL
Christopher Virgilio
Chicago, IL
Gregory Donohoe
Florence, NJ
Ian Zindel
Chicago, IL
Colin Biebel
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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