Michael Anthony Halloran
Investment adviser representative at Access Fiduciary Services, LLC
19 yearsExperience
1 stateRegistered in
$466.2MFirm assets
Under 1 yearFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Access Fiduciary Services, LLCJan 2021 to now
- Shepherd Kaplan LLCMay 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Access Fiduciary Services, LLC
$466.2MAssets managed
6Clients
1Advisers
Under 1 yearIn 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
- 5074100
- Firm CRD
- 311558