Inactive

Christopher Ryan Halvey

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Current Employers

Heritage Advisory Llc

135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-14

NY RA
APPROVED

Since 2026-04-14

Branch Locations

135 Crossways Park Drive Suite 402, Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Strategies, Llc	Woodbury	NY	06/2008	Present

06/2008 → Present

Heritage Strategies, Llc

Woodbury, NY

Designations

View on SEC IAPD

Other Firms

VANDERBILT ADVISORY SERVICES

CONSOLIDATED PORTFOLIO REVIEW CORP

FUSION FAMILY WEALTH, LLC

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MG PLANNING SERVICES, INC.

TRIDENT ADVISORS LLC

RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

BRETT IAN GOLDSTEIN

AARON DELSIGNORE

PHILIP MICHAEL SCHOLLER

DAVID PATRICK STEWART

BRADLEY ALLEN COHEN

JEREMY ROUSE BROWN

CHAD NEAULT

CRAIG ROBERT WALKER

Other Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY

CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY

FUSION FAMILY WEALTH, LLC · WOODBURY, NY

MML INVESTORS SERVICES, LLC · Woodbury, NY

WELLS FARGO CLEARING SERVICES, LLC · WOODBURY, NY

MML INVESTORS SERVICES, LLC · Woodbury, NY

MG PLANNING SERVICES, INC. · WOODBURY, NY

TRIDENT ADVISORS LLC · WOODBURY, NY

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