LS
CFA
LS
CFA
Laurin Starck
20 Years of Experience
5 DisclosuresBroker
Laurin Starck is a CFA-designated registered investment advisor at Halo Investment Services, LLC, based in Manhasset, NY, with 20 years of industry experience. Laurin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$32.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1129 Northern Blvd., Suite 404, Manhasset, NY, 11030
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2023Final
Financial
April 2023Final
Financial
September 2022Final
Financial
July 2022Final
Financial
June 2022Final
Employment History
Current Registrations
Halo Investment Services, LLC
January 2026 - Present · 3 mos
Halo Securities, LLCBroker
May 2025 - Present · 11 mos
Halo Securities, LLC
May 2025 - Present · 11 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - August 2024 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
September 2015 - August 2024 · 8 yrs 11 mos
Goldman, Sachs & CO.Broker
September 2009 - April 2015 · 5 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
May 2002 - August 2004 · 2 yrs 3 mos
Cibc World Markets CORP.Broker
January 2002 - February 2002 · 1 mo
State Registrations1 state
IL
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.