Halliday Financial Information
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Halliday Financial
Summary
Halliday Financial is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Sarasota, Florida, USA. The number of employees ranges from 25 to 100. The annual revenue of Halliday Financial varies between 5.0M and 25M. To connect with Halliday Financial employee register on SignalHire.
Organization Website | Hallidayfinancial.com |
Phone Number | 516.671.1099 |
Industries | |
Headquarters Location | 725 Glen Cove Avenue, Glen Head, NY, 11545 US |
Employees Size | 100-200 employees |
Specialties | Financial Planning, Retirement, Insurance, Wealth Management, Digital Advice |
SIC Code | 6411, 6199 |
DMA Code | Tampa Bay Area |
Founded | 1982 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | Privately Held | 25 - 100 | 5.8M | $0 | |
| 1996 | Sole Proprietorship | 25 - 100 | 6.4M | $0 | |
| - | Privately Held | 100 - 250 | 30M | $0 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Halliday Financial shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years12% for 5–7 years20% for 8–10 years48% have over 11 years of service at Halliday FinancialDiscover More
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Halliday Financial
Michael Fleming
Senior Vice President-Wealth Manager and Trust Officer
Howard Kibrick
CERTIFIED FINANCIAL PLANNER™ and Regional Vice President
Olivia Garry
Head of Trading at Halliday Financial
Randy Diamond
Financial Services Professional
Joe McDonald
Personal Financial Advisor
Kathryn Doherty
Financial Controller
Frank Guiffre
Managing Director
Katherine Hull
Office Manager
Joseph Tedeschi
Chartered Retirement Planning Counselor (TM)
Ginger Romero Pardlo
Financial Advisor
Michael Stanton
Financial Advisor
Rebecca Pino
Financial Advisor
Reese Hughes
Financial Planner
Jane McGeown
Office Manager
James Werner
Certified Financial Planner TM
Nicholas Agostino
Financial Advisor
Frank Guiffre
Wealth Management & Regional Manager
Jason Tabor
Intergenerational College Funding Counselor
Christie Malmborg
Financial Advisor
Jeff Jones
Director of Talent Acquisition
Milorad Sobot
CERTIFIED FINANCIAL PLANNER™
Jeffrey Musgrove
Board Member
Christopher Truncellito
Financial Advisor
Michael Natale
Financial Advisor Assistant
Matthew Monk
Financial Advisor
Nicholas Fracasso
Finance and Marketing Intern
Jessica Wilson
Registered Principal
Jacob Romer
Technology Research Intern
Michael Corwin
Financial Services Associate
Frankie Carroll
Financial Planning Analyst
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FAQ
Halliday Financial operates in the Finance industries. More details can be found on the official website: Hallidayfinancial.com.
The headquarters of Halliday Financial are located in Glen Head, United States.
You can contact Halliday Financial by phone at 516.671.1099.
Halliday Financial currently employs 100-200 people.
Halliday Financial's revenue is approximately 17.2M.
Well-known competitors of Halliday Financial include Lighthouse Financial Network, LLC, Kramer Financial Group, LLC and Charleton Financial.
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