Unclaimed Profile

Leon Joseph Olivier

ESSEX FINANCIAL SERVICES, INC.·ESSEX, Connecticut

ESSEX FINANCIAL SERVICES, INC.

176 WESTBROOK ROAD, ESSEX, CT 06426CRD# 5791258Firm CRD# 127549

Profile Verification

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

Identity

Leon Joseph Olivier · ESSEX, CT

Registration

CRD #5791258 · ESSEX FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Leon Joseph Olivier is a registered financial advisor based in ESSEX, Connecticut, affiliated with ESSEX FINANCIAL SERVICES, 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

ESSEX FINANCIAL SERVICES, INC.

AUM

$3.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ESSEX FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5791258

Firm CRD# 127549

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leon Joseph Olivier offer?

Leon Joseph Olivier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESSEX, Connecticut for a consultation.

What are Leon Joseph Olivier's credentials?

Leon Joseph Olivier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leon Joseph Olivier located?

Leon Joseph Olivier is based in ESSEX, Connecticut, working with ESSEX FINANCIAL SERVICES, INC.. Their office serves clients in the ESSEX metropolitan area and surrounding communities.

How does Leon Joseph Olivier charge for services?

Leon Joseph Olivier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESSEX FINANCIAL SERVICES, INC.?

ESSEX FINANCIAL SERVICES, INC. has approximately 45 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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