Halliday Financial Employee Directory

Investment ManagementNew York, United States51-200 Employees

Since 1982, Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse financial objectives of our clients. We are an independent financial services firm with access to a wide variety of capital markets and investment types without the trappings and restraints of a massive bank, insurance company or wire house.

Each of the financial advisors located in our regional offices is proud to serve the group of clients most in need of his or her assistance. From college educators, to institutional accounts; from business owners to wealthy families; from retirement plans to retirees' Halliday Financial brings solutions to financial problems and thoughtful strategies to financial opportunities. 

Securities-related transactions are managed by Halliday Financials' subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this company profile page, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this company profile page serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Find Halliday Financial employees' phone numbers or email addresses

Halliday Financial Global Highlights

Location
Employees

North America
82

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  • United States Of America
    82

South America
1

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  • Venezuela
    1

Halliday Financial's Leadership

  • Stylized image of a person
    S. M.
    President
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    T. L.
    Head Of Capital Markets
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    F. F.
    Partner
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    R. D.
    Owner
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    T. T.
    Dealer Partner
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    M. F. F.
    Senior Vice President-Wealth Manager And Trust Officer
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    H. K.
    Certified Financial Planner™ And Regional Vice President
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    S. P.
    Senior Vice President/Financial Advisor
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Contact profiles from Halliday Financial

Name
Title
Contact Info
Location
Last Update
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    R. P.
    Financial Advisor
    Phone icon
    United StatesNew York
    Oct 20, 2025
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    J. M.
    Board Member
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    United StatesFlorida
    Dec 11, 2025
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    J. W.
    Certified Financial Planner Tm
    Phone icon
    United States
    Dec 11, 2025
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    J. M.
    Personal Financial Advisor
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    United StatesNew York
    Dec 11, 2025
  • Stylized image of a person
    M. J. N.
    Financial Advisor Assistant
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    United States
    Oct 25, 2025
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    M. M. S.
    Certified Financial Planner™
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    Dec 11, 2025
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    R. D.
    Financial Services Professional
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    United StatesNew York
    Dec 11, 2025
  • Stylized image of a person
    R. H.
    Financial Planner
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    United StatesNew York
    Dec 11, 2025
  • Stylized image of a person
    C. T.
    Financial Advisor
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    United StatesNew York
    Dec 11, 2025
  • Stylized image of a person
    C. M.
    Financial Advisor
    Phone icon
    United StatesNew York
    Sep 10, 2025

Frequently Asked Questions

What is Halliday Financial known for?

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Halliday Financial was founded in 1982 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Halliday Financial's company overview page for more information.

What is Halliday Financial's most common email format?

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Halliday Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halliday Financial email formats with LeadIQ.

How many employees does Halliday Financial have currently?

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Halliday Financial has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Halliday Financial's key employees and leadership?

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As of December 2025, Halliday Financial's key employees include:

  • President: S. M.
  • Head Of Capital Markets: T. L.
  • Partner: F. F.
  • Owner: R. D.
  • Dealer Partner: T. T.

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