Chloe Anne Leitzke
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.
- Halo Investment Services, LLCAug 2023 to now
- Halo Securities LLCFeb 2020 to now
- Sentinus, LLCNov 2021 to Aug 2023
- Neuberger BermanApr 2018 to Feb 2020
- Liccar SecuritiesMay 2017 to Feb 2018
- Ljm Funds ManagementMay 2017 to Feb 2018
- Ljm PartnersMay 2017 to Feb 2018
- Oppenheimer & Co. Inc.Mar 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6177578
- Firm CRD
- 325613