Unclaimed Profile

Kenneth James Julian

HALSEY ASSOCIATES, INC.·NEW HAVEN, Connecticut

Clean recordHALSEY 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kenneth James Julian 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HALSEY ASSOCIATES, INC.

HALSEY ASSOCIATES

AUM

$946M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HALSEY ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1189817

Firm CRD# 281212

View on FINRA BrokerCheck →

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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. Contact their office in NEW HAVEN, Connecticut for a consultation.

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, working with HALSEY ASSOCIATES, INC.. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.

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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