Halsey Associates

Halsey Associates (CRD# 281212) is a financial advisory firm headquartered in New Haven, CT. They manage $835,824,966 in 717 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    836
    MILLION
  • Total Number of Accounts
    717
    ACCOUNTS
  • Average Account Value
    $1,165,725
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
Showing 1 - 3 of 3 top financial advisors.
1
Thomas N. Ellis
CRD#: 1489242
234 Church Street, 10th Floor, New Haven, CT 06510
93
Wealthminder
score

Thomas Ellis (CRD# 1489242) is an Investment Advisor Representative working at Halsey Associates in New Haven, CT and has over 6 years of experience in the finance industry.

2
Kenneth J. Julian
CRD#: 1189817
234 Church Street, 10th Floor, New Haven, CT 06510
93
Wealthminder
score

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.

3
James S. Zoldy
CRD#: 2841707
234 Church Street, 10th Floor, New Haven, CT 06510
88
Wealthminder
score

James Zoldy (CRD# 2841707) is an Investment Advisor Representative working at Halsey Associates in New Haven, CT and has over 2 years of experience in the finance industry.

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