Dana Lynn Goldstein
Compliance OfficerHalo Investment Services, LLCCRD 1993607
About Dana Lynn Goldstein
Dana Lynn Goldstein is listed as Compliance Officer at Halo Investment Services, LLC in Manhasset, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Halo Investment Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Dana Lynn Goldstein work?
Dana Lynn Goldstein is listed as Compliance Officer at Halo Investment Services, LLC on SEC Form ADV.
How much of Halo Investment Services, LLC does Dana Lynn Goldstein own?
Form ADV reports a beneficial ownership band of Under 5%.
Halo Investment Services, LLC
| Title | Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |