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James Stephen Zoldy

HALSEY ASSOCIATES, INC.·NEW HAVEN, Connecticut
Unclaimed Profile
265 CHURCH STREET, 10TH FLOOR, SUITE 1006, NEW HAVEN, CT 06510CRD# 2841707Firm CRD# 281212
01

About

James Stephen Zoldy is a registered financial advisor based in NEW HAVEN, Connecticut, affiliated with HALSEY ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HALSEY ASSOCIATES, INC.
HALSEY ASSOCIATES
AUM
$946M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HALSEY ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2841707
Firm CRD# 281212
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stephen Zoldy offer?
James Stephen Zoldy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are James Stephen Zoldy's credentials?
James Stephen Zoldy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stephen Zoldy located?
James Stephen Zoldy is based in NEW HAVEN, Connecticut, working with HALSEY ASSOCIATES, INC.. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does James Stephen Zoldy charge for services?
James Stephen Zoldy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALSEY ASSOCIATES, INC.?
HALSEY ASSOCIATES, INC. has approximately 7 employees and manages $946M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW HAVEN
Thad Steven Glowacki — EDGEHILL ENDOWMENT PARTNERS LLCKenneth James Julian — HALSEY ASSOCIATES, INC.Thomas Beirne — HALSEY ASSOCIATES, INC.Thomas Nelson Ellis — HALSEY ASSOCIATES, INC.David Michael Ladd — LADD CAPITAL MANAGEMENT LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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