Halloran Dooley Investment Group

What changed

Co-leads the Halloran Dooley Investment Group, which moved from Santander Securities to Wells Fargo Advisors with nearly $400M.

Reported / discovered

Oct 16, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Beverly, MA

Reported book

$400M

Reported team size

3 people

Named people

3

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

6 observations consolidated into one event.