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Frank Thomas Madalone

Investment adviser representative at Halo Investment Services, LLC
21 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

21 years in the industry.

  1. Halo Investment Services, LLCAug 2023 to now
  2. Halo Securities, LLCNov 2021 to now
  3. Sentinus, LLCNov 2021 to Aug 2023
  4. TD Waterhouse Investor Services IncSep 2005 to Nov 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2006

State registrations

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

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
4933293
Firm CRD
325613
Advisor's SEC record (opens in a new tab)
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