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Christopher Halotek

33 Years of Experience
West Hartford, CT
Broker

Christopher Halotek is a registered investment advisor at Raymond James & Associates, INC., based in West Hartford, CT, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

433 South Main Street, Suite 325, West Hartford, CT, 06110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Raymond James & Associates, INC.
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - February 2018 · 8 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2018 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
October 1992 - June 2009 · 16 yrs 8 mos
Lehman Brothers INC.Broker
July 1992 - July 1993 · 1 yr
State Registrations21 states
ARAZCACTFLGAMAMEMINCNJNMNYOHRISCTNTXUTVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.