Michael Halloran, financial advisor Boston MA

Michael Halloran

CRD Number: 5074100
Current Firm: Shepherd Kaplan LLC

Michael Halloran (CRD# 5074100) is an Investment Advisor Representative working at Shepherd Kaplan LLC in Boston, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Access Fiduciary Services Boston, MA Jan 2021 - Current 3
Shepherd Kaplan LLC Boston, MA Oct 2020 - Current 3
Shepherd Kaplan LLC Boston, MA May 2007 - Oct 2020 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Michael A. Halloran
Phone Number: 617-896-1600
Firm Website: http://www.skk-llc.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,630
    MILLIONS
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $6,692,804
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, DC, FL, MA, MD, NY, PA, TX, VA

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