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David Edward Bunker

ESSEX FINANCIAL ADVISORS, INC.·TOPSFIELD, Massachusetts
Series 22TO, Series 63, Series 65Clean record28 years registeredESSEX FINANCIAL ADVISORS, INC.
58 MAIN STREET, TOPSFIELD, MA 01983CRD# 2986602Firm CRD# 128826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Edward Bunker · TOPSFIELD, MA
Registration
CRD #2986602 · ESSEX FINANCIAL ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

BAY COLONY ADVISORS
Feb 2022 – present
ESSEX PRIVATE WEALTH MANAGEMENT, LLC
Aug 2018 – Feb 2022
TOPSFIELD, MA
SENTINEL PENSION ADVISORS INC
Oct 1998 – Jan 2004
WAKEFIELD, MA
ESSEX FINANCIAL ADVISORS, INC.
Feb 1998 – Feb 2019
TOPSFIELD, MA
02

Registrations & Exams

FINRA examinations passed
Series 22TO
Series 63
Series 65
Registration record
First registered · February 11, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ESSEX FINANCIAL ADVISORS, INC.
CRD 128826 · SEC 801-108013
AUM
$151M
Regulatory assets under management
Employees
3
421 client accounts
Services offered by ESSEX FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ESSEX FINANCIAL ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does David Edward Bunker offer?
David Edward Bunker specializes in Financial Planning, Investment Management. Contact their office in TOPSFIELD, Massachusetts for a consultation.
What are David Edward Bunker's credentials?
David Edward Bunker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Edward Bunker located?
David Edward Bunker is based in TOPSFIELD, Massachusetts, working with ESSEX FINANCIAL ADVISORS, INC.. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.
How does David Edward Bunker charge for services?
David Edward Bunker'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 ADVISORS, INC.?
ESSEX FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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