Be advised. This firm is no longer registered.

Halsey Associates Inc.

Halsey Associates Inc. (CRD# 108301) is a financial advisory firm headquartered in New Haven, CT. They manage $849,920,140 in 691 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $1,229,986
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, TX, VA

Financial Advisors at Halsey Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Beirne III
CRD#: 2481521
234 Church Street, 10th Floor, New Haven, CT 06510
101
Wealthminder
score
Thomas Beirne (CRD# 2481521) is an Investment Advisor Representative working at Halsey Associates Inc. in New Haven, CT and has over 19 years of experience in the finance industry. Thomas Beirne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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