Stephen Gaylord Halley
Investment adviser representative at Equity Investment Corp
10 yearsExperience
2 statesRegistered in
$3.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Equity Investment CorporationSep 2019 to now
- Foreside Funds Distributors LLCSep 2019 to now
- Fiera Capital Inc.Oct 2017 to Sep 2019
- Foreside Fund Services, LLCOct 2017 to Sep 2019
- Westend AdvisorsJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Equity Investment Corp
Legal name: Equity Investment Corporation
$3.5BAssets managed
6,761Clients
16Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2747484
- Firm CRD
- 283930