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Katherine Piscopo Stein, MBA, EA

Certified Financial Planner®, Vice President

kpstein@hallidayfinancial.com 516.671.1099 ext. 358

Financial planning that evolves with you to meet your long-term needs

Prioritizing Your Goals,
Securing Your Future

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Clifton Park, NY

4 Executive Park Drive

Clifton Park, NY 12065

(opens Google Maps in a new tab)(518) 463-2200

Long Island, NY

725 Glen Cove Avenue

Glen Head, NY 11545

(opens Google Maps in a new tab)(516) 671-1099

Check the background of this firm on FINRA's BrokerCheck (opens in a new tab).

Securities-related transactions are managed by Halliday Financial's subsidiary, Halliday Financial, LLC., Member FINRA (opens in a new tab) and SIPC (opens in a new tab). The Company only transacts business in states where it is properly registered, or excluded/exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

Halliday Financial routes all of its SEC Rule 606 eligible orders to its clearing firm, Pershing LLC, and does not receive any payment for order flow. For additional information about Pershing LLC’s payment for order flow practices, please see Pershing’s SEC Rule 606 disclosure. You can find the public disclosures prepared by Pershing LLC pursuant to SEC Rule 606(a) for Halliday Financial at www.orderroutingdisclosure.com (opens in a new tab) and searching for “Halliday Financial.”

Halliday Financial Group is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Halliday Private Trust.

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