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Timothy Patrick O'Halloran

Tourmaline Partners, LLC

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About Timothy Patrick O'Halloran

Timothy O'Halloran is a financial professional with over 30 years of experience in the financial services industry. Timothy has been registered with Tourmaline Partners, LLC since 10/3/2016. Prior to that, Timothy was with WESTMINSTER RESEARCH ASSOCIATES LLC from 2/24/1993 to 6/2/2016. Timothy has a strong background in securities trading and investment management. Timothy is a Series 7, Series 24, and Series 63 licensed professional.

Firm Information

Timothy O'Halloran is currently registered with Tourmaline Partners, LLC. Tourmaline Partners, LLC is a Limited Liability Company formed in June 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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Timothy O'Halloran’s Registration & Firm History

CT

10/03/2016 - Present

Tourmaline Partners, LLC (STAMFORD CT)

NY

02/24/1993 - 06/02/2016

WESTMINSTER RESEARCH ASSOCIATES LLC (NEW YORK NY)

NY

04/03/2007 - 02/08/2011

BNY CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)

NY

10/25/1990 - 02/12/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/05/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Patrick O'Halloran.
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