Gregory Thomas Donohoe
Investment adviser representative at Halo Investment Services, LLC
11 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
11 years in the industry.
- Halo Investment Services, LLCJun 2024 to now
- Halo Investment Serivces, LLCJun 2024 to now
- Halo Securities, LLCJun 2024 to now
- Charles Schwab and Co., Inc.Dec 2022 to May 2024
- TdameritradeSep 2015 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
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
- 5520649
- Firm CRD
- 325613