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Michael David Halovatch

BMO Capital Markets Corp.

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About Michael David Halovatch

Michael Halovatch is a registered representative at BMO Capital Markets Corp. Michael has been in the securities industry since February 7, 2004. Michael has a strong background in investment banking and trading, having held positions at several firms including Elevation, LLC, BANC of America Securities LLC, Fortis Securities LLC, HVB Capital Markets, Inc., and Greenwich Capital Markets, Inc. Currently, Michael is registered with FINRA and 52 states to offer securities products and services to clients.

Firm Information

Michael Halovatch is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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provision of securities trading ideas and research

Provision of securities trading ideas and research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for securities trading ideas and research

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Michael Halovatch’s Registration & Firm History

NY

06/04/2010 - Present

BMO Capital Markets Corp. (New York NY)

NC

01/28/2010 - 06/15/2010

ELEVATION, LLC (CHARLOTTE NC)

NY

06/24/2008 - 05/04/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

06/23/2004 - 03/07/2008

FORTIS SECURITIES LLC (NEW YORK NY)

NY

08/16/2002 - 11/13/2002

HVB CAPITAL MARKETS, INC. (NEW YORK NY)

CT

08/22/2001 - 06/17/2002

GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)

CT

08/14/1999 - 12/13/1999

DOWLING & PARTNERS SECURITIES LLC (FARMINGTON CT)

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Licenses & Designations

BC

Issued 09/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Chicago, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael David Halovatch.
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