Gregory Donohoe is a registered investment advisor at Halo Investment Services, LLC, based in Florence, NJ, with 17 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Florence, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Halo Securities, LLC
Halo Securities, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Olympia Asset Management,ltd.Broker
State Registrations8 states
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