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).

Current Firm Details
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
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.
No Advisor Found.
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