Christian E. Halas

VENN WEALTH & BENEFIT SERVICES

PITTSBURGH, PA 15316

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CRD#: 2590797

Professional summary

Christian Edward Halas, who also goes by Chris Halas, is a registered financial advisor currently at VENN WEALTH & BENEFIT SERVICES, LLC located in Pittsburgh, Pennsylvania.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christian has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Halas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Halas Consulting, Owner/Operator since 2009. Business offers insurance planning and tax preparation. Mr. Halas may spend up to 40 to 50% of his time on this activity. Halas Consulting and Venn Wealth are not affiliated. Mr. Halas, from time to time may also perform fitness training to individuals. He has been doing this for more than 10 years and devotes less than 10% of his time to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Edward Halas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2004 - Present

VENN WEALTH & BENEFIT SERVICES, LLC

Office #1: 1653 Mcfarland Drive, Pittsburgh, PA 15316

RIA

CRD#: 129865

PITTSBURGH, PA

Past

April 29, 2004 - December 31, 2006

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

June 21, 1999 - December 31, 2000

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

November 3, 1995 - December 7, 1998

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/17/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/10/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/28/2004

General Securities Representative Examination

Current Firm

VENN WEALTH & BENEFIT SERVICES, LLC

CRD#: 129865 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/8/2004 Approved)

Tennessee

Registered Investment Advisory firm - (4/17/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

210 E. Plank Road, Ste 1c, Altoona, PA 16602

Mailing Address

Phone number

(814) 943-3660

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 30,927,886

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Christian E. Halas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Edward Halas's CRS (Customer Relationship Summary).

Certified licenses

Experience

VENN WEALTH & BENEFIT SERVICES, LLC

TRIAD ADVISORS LLC

TRUSTMONT FINANCIAL GROUP, INC.

ALLEGHENY INVESTMENTS, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2004

Series 63

Date: 3/23/1995

Series 7

Date: 4/28/2004

Current Firm

VENN WEALTH & BENEFIT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VENN WEALTH & BENEFIT SERVICES, LLC

TRUST BUT VERIFY

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