Be advised. This firm is no longer registered.

Halsey Associates

Halsey Associates (CRD# 281212) is a financial advisory firm headquartered in New Haven, CT. They manage $945,721,230 in 700 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
265 Church Street, 10th Floor, Suite 1006, New Haven, CT 06510
http://www.halseyassociates.com
By the Numbers
  • Total Assets Under Management
    946
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $1,351,030
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
  • 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, MD, ME, MT, NH, NM, NY, TX, VA

Financial Advisors at Halsey Associates
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals