Unclaimed Profile

Kenneth James Julian

HALSEY ASSOCIATES, INC.·NEW HAVEN, Connecticut

Series 7, Series 63, Series 65Clean record16 years registeredHALSEY ASSOCIATES, INC.

265 CHURCH STREET, 10TH FLOOR, SUITE 1006, NEW HAVEN, CT 06510CRD# 1189817Firm CRD# 281212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth James Julian · NEW HAVEN, CT

Registration

CRD #1189817 · HALSEY ASSOCIATES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALSEY ASSOCIATES, INC.

WASHINGTON TRUST ADVISORS

Sep 2021 – Jul 2025

Westerly, RI

HALSEY ASSOCIATES

Sep 2015 – Oct 2019

NEW HAVEN, CT

HALSEY ASSOCIATES INC

Apr 2010 – Oct 2015

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 5, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALSEY ASSOCIATES, INC.

CRD 281212 · SEC 801-106568

AUM

$946M

Regulatory assets under management

Employees

700 client accounts

Services offered by HALSEY ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HALSEY ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Kenneth James Julian offer?

Kenneth James Julian specializes in Financial Planning, Investment Management, Wealth Management.

What are Kenneth James Julian's credentials?

Kenneth James Julian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth James Julian located?

Kenneth James Julian is based in NEW HAVEN, Connecticut, last registered with HALSEY ASSOCIATES, INC..

How does Kenneth James Julian charge for services?

Kenneth James Julian'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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