Kenneth Julian, financial advisor New Haven CT
93 score

Kenneth Julian

CRD Number: 1189817
Current Firm: Halsey Associates

Kenneth Julian (CRD# 1189817) is an Investment Advisor Representative working at Halsey Associates in New Haven, CT and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Halsey Associates, Inc. New Haven, CT Aug 2015 - Current 1
Halsey Associates, Incorporated New Haven, CT Jul 2005 - Aug 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Kenneth J. Julian
Phone Number: 203-772-0740
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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