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Winfield Scott Essex

FIVE ELEVEN FAMILY OFFICE LLC·GARDEN CITY, New York
Unclaimed Profile
1044 FRANKLIN AVENUE, GARDEN CITY, NY 11530CRD# 2869539Firm CRD# 334002
01

About

Winfield Scott Essex is a registered financial advisor based in GARDEN CITY, New York, affiliated with FIVE ELEVEN FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FIVE ELEVEN FAMILY OFFICE LLC
FIVE ELEVEN FAMILY OFFICE LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FIVE ELEVEN FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2869539
Firm CRD# 334002
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Winfield Scott Essex offer?
Winfield Scott Essex specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.
What are Winfield Scott Essex's credentials?
Winfield Scott Essex is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Winfield Scott Essex located?
Winfield Scott Essex is based in GARDEN CITY, New York, working with FIVE ELEVEN FAMILY OFFICE LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does Winfield Scott Essex charge for services?
Winfield Scott Essex's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIVE ELEVEN FAMILY OFFICE LLC?
FIVE ELEVEN FAMILY OFFICE LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Research
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