MH
MH

Michael Anthony Halloran

17 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
N/A
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$73.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

53 State Street, 23rd Floor, Boston, MA, 02109-2820

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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

Michael works as an Investment Advisor Representative and Senior Vice President at Shepherd Kaplan LLC, dedicating full-time hours to providing investment advisory services. He spends nearly full-time hours specifically on securities trading.

Employment History
Current Registrations
Access Fiduciary Services, LLC
April 2021 - Present · 4 yrs 10 mos
Shepherd Kaplan LLC
July 2008 - Present · 17 yrs 7 mos
Previous Registrations
Access Fiduciary Services, LLC
March 2021 - April 2021 · 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.