Gregory Thomas Donohoe

Halo Investment Services, LLC

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Halo Investment Services, LLC

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$32.6M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

Florence, NJ

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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.

Other Business Activities

Gregory is an investment adviser representative with Halo Investment Services, LLC and a regional vice president with Halo Securities, LLC, both since June 2024.

Employment History

Current Registrations

Halo Investment Services, LLC

June 2024 - Present · 1 yr 8 mos

Halo Securities, LLCBroker

June 2024 - Present · 1 yr 8 mos

Halo Securities, LLC

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Charles Schwab & CO., INC.

January 2022 - June 2024 · 2 yrs 5 mos

Charles Schwab & CO., INC.Broker

January 2022 - June 2024 · 2 yrs 5 mos

TD Ameritrade Investment Management, LLC

September 2015 - September 2023 · 8 yrs

TD Ameritrade, INC.

September 2015 - October 2022 · 7 yrs 1 mo

TD Ameritrade, INC.Broker

September 2015 - May 2024 · 8 yrs 8 mos

J.P. Morgan Securities LLCBroker

October 2012 - September 2015 · 2 yrs 11 mos

J.P. Morgan Securities LLC

October 2012 - September 2015 · 2 yrs 11 mos

Chase Investment Services CORP.

March 2012 - October 2012 · 7 mos

Chase Investment Services CORP.Broker

May 2011 - October 2012 · 1 yr 5 mos

Olympia Asset Management,ltd.Broker

June 2008 - May 2011 · 2 yrs 11 mos

State Registrations8 states

ALFLGAMSNCNJSCTN

AdvisorBroker

Exams

No exam information available for this advisor.