Christopher M Halaska

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 05/2023
  Avalon Advisors, Llc
  Houston, TX
• 08/2020 → 05/2023
  Avalon Wealth Management Llc
  Houston, TX
• 10/2012 → 08/2020
  Memorial Herman Health System
  Houston, TX
• 05/2023 → Present
  Corient
  Houston, TX
• 05/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-01-04 → 2023-07-21
  Avalon Investment & Advisory
  Houston, TX

Other Businesses

I am an Advisory Board member on The University of Texas at Austin Master's in Finance Advisory Board. This is not investment-related. The activity is located at 2100 Speedway, Austin, TX 78712. My position began in 2019. I devote approximately 1 hour per month to this activity, typically during securities trading hours. My duties include providing program guidance to staff and career mentorship to students. I am an Advisory Board member on the McCombs Wealth Management Center Advisory Board. This is investment-related. The activity is located at 2100 Speedway, Austin, TX 78712. My position began in 2022. I devote approximately 2 hours per month to this activity, typically during securities trading hours. My duties include providing program guidance to staff and career mentorship to students.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-02
• S63 Uniform Securities Agent State Law Examination
  2006-12-14

Other Names

• Christopher Mirek Halaska
• Christopher Halaska