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Christopher Robert Virgilio

Investment adviser representative at Halo Investment Services, LLC
12 yearsExperience
1 stateRegistered in
$75.2MFirm assets
3 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

Experience

12 years in the industry.

  1. Halo Investment Services, LLCFeb 2024 to now
  2. Halo InvestingFeb 2023 to now
  3. Charles Schwab & Co., Inc.Sep 2014 to Feb 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (IL).

Halo Investment Services, LLC

$75.2MAssets managed
0Clients
23Advisers
3 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
4544031
Firm CRD
325613
Advisor's SEC record (opens in a new tab)
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