James Stephen Zoldy

Current Employers

Employment History

• 08/2015 → 09/2019
  Halsey Associates, Inc.
  New Haven, CT
• 09/2021 → 01/2022
  Weston Financial Group, Inc.
  Wellesley, MA
• 09/2019 → 01/2022
  The Washington Trust Company Of Westerly
  New Haven, CT
• 01/2022 → Present
  Washington Trust Advisors, Inc.
  Wellesley, MA

Previous Registrations

• 2015-09-11 → 2019-10-01
  Halsey Associates
  New Haven, CT
• 2010-01-20 → 2015-10-01
  Halsey Associates Inc
  New Haven, CT

Other Businesses

Mr. Zoldy serves as an Adviser on the advisory Committee of DELC Investments, part of R.C. Bigelow, Inc. The business, R.C. Bigelow, Inc. is located at 201 Black Rock Turnpike Fairfield, CT 06825. The company is a consumer branded entity that focuses on selling tea. DELC Investments, an investment related part of the business, invests the company's surplus funds that are long-term oriented. As a member of the investment advisory committee, Mr. Zoldy provides oversight of third-party investment consultant. He also provides advice and guidance to the company's leadership regarding investments and direction suggested by consultants. Mr. Zoldy has been on the advisory committee since 2014 and attends 4 meetings per year (quarterly) which typically run approximately 1-2 hours during normal trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-30

Designations