Unclaimed Profile

William John Jr Terribile

ESSEX FINANCIAL SERVICES, INC.·ESSEX, Connecticut

SIE, Series 4, Series 6, Series 7, Series 22, Series 24, Series 26, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TO22 years registeredESSEX FINANCIAL SERVICES, INC.

176 WESTBROOK ROAD, ESSEX, CT 06426CRD# 1132498Firm CRD# 127549

Profile Verification

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

Identity

William John Jr Terribile · ESSEX, CT

Registration

CRD #1132498 · ESSEX FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ESSEX FINANCIAL SERVICES, INC.

ESSEX FINANCIAL SERVICES, INC.

Jul 2004 – Feb 2022

ESSEX, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 22

Series 24

Series 26

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · July 30, 2004

Years registered · 22

Disclosure History

2005Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ESSEX FINANCIAL SERVICES, INC.

CRD 127549 · SEC 801-62242

AUM

$3.8B

Regulatory assets under management

Employees

6,985 client accounts

Services offered by ESSEX FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ESSEX FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does William John Jr Terribile offer?

William John Jr Terribile specializes in Financial Planning, Investment Management, Wealth Management.

What are William John Jr Terribile's credentials?

William John Jr Terribile is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William John Jr Terribile located?

William John Jr Terribile is based in ESSEX, Connecticut, last registered with ESSEX FINANCIAL SERVICES, INC..

How does William John Jr Terribile charge for services?

William John Jr Terribile'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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