Unclaimed Profile

Thomas Beirne

HALSEY ASSOCIATES, INC.·NEW HAVEN, Connecticut

Series 6, Series 7, Series 24, Series 63Clean record18 years registeredHALSEY ASSOCIATES, INC.

234 CHURCH STREET, 10TH FLOOR, NEW HAVEN, CT 06510CRD# 2481521Firm CRD# 281212

Profile Verification

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

Identity

Thomas Beirne · NEW HAVEN, CT

Registration

CRD #2481521 · HALSEY ASSOCIATES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALSEY ASSOCIATES, INC.

HALSEY ASSOCIATES

Sep 2015 – Oct 2019

NEW HAVEN, CT

HALSEY ASSOCIATES INC

Mar 2008 – Oct 2015

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 21, 2008

Years registered · 18

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 Thomas Beirne offer?

Thomas Beirne specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Beirne's credentials?

Thomas Beirne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Beirne located?

Thomas Beirne is based in NEW HAVEN, Connecticut, last registered with HALSEY ASSOCIATES, INC..

How does Thomas Beirne charge for services?

Thomas Beirne'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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