MA
Michael Anthony Halloran
CRD 5074100
Firms
| Firm | Role | As of |
|---|---|---|
| Shepherd Kaplan Llc | Registered representative | 07/20/2026 |
| Access Fiduciary Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Access Fiduciary Services, Llc
Chief Compliance Officer · Less than 5% · Jun 2021
-
Access Fiduciary Services, Llc
Owner · 50% – 75% · Jun 2021
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗