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Matthew Halkyard

12 Years of Experience
Chicago, IL
Broker

Matthew Halkyard is a registered investment advisor, based in Chicago, IL, with 12 years of industry experience.

Location

One North Wacker Drive, Suite 3500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew works as a Portfolio Manager and Product Specialist for Curi RMB Capital, LLC, an asset manager. This is an investment-related activity and takes more than full-time hours.

Employment History
Current Registrations
Foreside Fund Services, LLC
January 2019 - Present · 7 yrs 6 mos
Foreside Fund Services, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Curi Capital, LLC
July 2017 - Present · 9 yrs
Previous Registrations
Credit Suisse First Boston LLCBroker
March 2002 - September 2005 · 3 yrs 6 mos
Hva Brokerage Services LLCBroker
November 2001 - February 2002 · 3 mos
State Registrations34 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.