James Zoldy, financial advisor Wellesley MA

James Zoldy

CRD Number: 2841707
Current Firm: Washington Trust Advisors

James Zoldy (CRD# 2841707) is an Investment Advisor Representative working at Washington Trust Advisors in Wellesley, MA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Washington Trust Advisors, Inc. Wellesley, MA Jan 2022 - Current 2
Weston Financial Group, Inc. Wellesley, MA Sep 2021 - Jan 2022 < 1
The Washington Trust Company Of Westerly New Haven, CT Sep 2019 - Jan 2022 2
Halsey Associates, Inc. New Haven, CT Aug 2015 - Sep 2019 4
Halsey Associates, Incorporated New Haven, CT Jul 2005 - Aug 2015 10
Halsey Associates, Incorporated New Haven, CT Apr 1997 - Jul 2015 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for James S. Zoldy
Phone Number: 781-235-7055
Registered State(s):
  • CA
  • CT
  • FL
  • MA
  • NY
  • VA
By the Numbers
  • Total Assets Under Management
    1,757
    MILLIONS
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $2,345,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, VA

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