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Hallett Advisors CRD 306187
$158M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1506 East First Street, Port Angeles, WA 98362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-15 |
| WA | RA | APPROVED | 2022-01-20 |
Branch Locations
1506 East First Street, Port Angeles, WA 98362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hallett Advisors | Port Angeles | WA | 05/2017 | Present |
| H&R Block | Port Angeles | WA | 12/2015 | 05/2017 |
| Redlion Hotels | Port Angeles | WA | 03/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-07 |
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