GD

Gregory Thomas Donohoe

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Halo charges advisors a maximum advisory fee of 1.5% of assets under management, which is negotiable. This fee covers Halo's services and payments to sub-advisers. Clients may also incur additional fees from custodians, brokers, and other third parties. Halo negotiates fees with its sub-advisers, which may create a conflict of interest.

Areas of Practice
Investment Management
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Advisor Information

Office location

Florence, NJ

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is an investment adviser representative with Halo Investment Services, LLC and a regional vice president with Halo Securities, LLC, both since June 2024.

Employment History
Current Registrations
Halo Investment Services, LLC
June 2024 - Present · 1 yr 7 mos
Halo Securities, LLCBroker
June 2024 - Present · 1 yr 7 mos
Halo Securities, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Charles Schwab & Co., INC.
January 2022 - June 2024 · 2 yrs 5 mos
Charles Schwab & Co., INC. Broker
January 2022 - June 2024 · 2 yrs 5 mos
TD Ameritrade Investment Management, LLC
September 2015 - September 2023 · 8 yrs
TD Ameritrade, INC.
September 2015 - October 2022 · 7 yrs 1 mo
TD Ameritrade, INC.Broker
September 2015 - May 2024 · 8 yrs 8 mos
J.P. Morgan Securities LLC Broker
October 2012 - September 2015 · 2 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2015 · 2 yrs 11 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
Olympia Asset Management,ltd.Broker
June 2008 - May 2011 · 2 yrs 11 mos
State Registrations8 states
ALFLGAMSNCNJSCTN
AdvisorBroker
Exams
No exam information available for this advisor.