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Meghan Cathleen Hayes

Investment adviser representative at Halo Investment Services, LLC
13 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

13 years in the industry.

  1. Halo Investment Services, LLCJan 2026 to now
  2. Sentinus-halo Securities, LLCAug 2020 to now
  3. Realcadre LLCNov 2019 to May 2020
  4. Baron Capital, Inc.Aug 2017 to Nov 2019
  5. Carey Financial, LLCApr 2017 to Jul 2017
  6. John Hancock Fund, LLCMar 2013 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
5982030
Firm CRD
325613
Advisor's SEC record (opens in a new tab)
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