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Peter Earl Mulholland

ESSEX PRIVATE WEALTH MANAGEMENT, LLC·TOPSFIELD, Massachusetts
SIE, Series 6, Series 7, Series 63, Series 65, Series 79TOClean record32 years registeredESSEX PRIVATE WEALTH MANAGEMENT, LLC
7 GROVE STREET, TOPSFIELD, MA 01983CRD# 2213796Firm CRD# 149991

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Earl Mulholland · TOPSFIELD, MA
Registration
CRD #2213796 · ESSEX PRIVATE WEALTH MANAGEMENT, LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

ESSEX PRIVATE WEALTH MANAGEMENT LLC
Nov 2011 – present
FIDELITY PERSONAL TRUST COMPANY, FSB
Apr 2005 – Mar 2007
MERRIMACK, NH
STRATEGIC ADVISERS, INC.
Jan 1994 – Apr 2009
MERRIMACK, NH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Series 79TO
Registration record
First registered · January 18, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ESSEX PRIVATE WEALTH MANAGEMENT, LLC
CRD 149991 · SEC 801-108702
AUM
$260M
Regulatory assets under management
Employees
6
709 client accounts
Services offered by ESSEX PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ESSEX PRIVATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Peter Earl Mulholland offer?
Peter Earl Mulholland specializes in Financial Planning, Investment Management. Contact their office in TOPSFIELD, Massachusetts for a consultation.
What are Peter Earl Mulholland's credentials?
Peter Earl Mulholland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Earl Mulholland located?
Peter Earl Mulholland is based in TOPSFIELD, Massachusetts, working with ESSEX PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.
How does Peter Earl Mulholland charge for services?
Peter Earl Mulholland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESSEX PRIVATE WEALTH MANAGEMENT, LLC?
ESSEX PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Andrew Woodland
TOPSFIELD, MA

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