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HALSEY ASSOCIATES, INC.
HALSEY ASSOCIATES, INC.
HALSEY ASSOCIATES
NEW HAVEN, Connecticut
·
5 registered advisors
·
CRD# 281212
SEC# 801-106568
1
203-772-0740
01
Firm Overview
AUM
$946M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HALSEY ASSOCIATES, INC.
5 registered advisors
David Victor Devault
NEW HAVEN, Connecticut
CRD# 1642869
James Stephen Zoldy
NEW HAVEN, Connecticut
CRD# 2841707
Kenneth James Julian
NEW HAVEN, Connecticut
CRD# 1189817
Thomas Beirne
NEW HAVEN, Connecticut
CRD# 2481521
Thomas Nelson Ellis
NEW HAVEN, Connecticut
CRD# 1489242
05
Office Locations
NEW HAVEN, Connecticut
5 advisors
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Data sourced from SEC Form ADV filings. HALSEY ASSOCIATES, INC. (CRD# 281212) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.