Michael Halloran is a registered investment advisor at Access Fiduciary Services, LLC, based in Boston, MA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 6 clients with $470M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
53 State Street, 23rd Floor, Boston, MA, 02109-2820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Shepherd Kaplan LLC
Previous Registrations
Access Fiduciary Services, LLC
State Registrations1 state
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Exams
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