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ESSEX FINANCIAL SERVICES, INC.
ESSEX FINANCIAL SERVICES, INC.
ESSEX, Connecticut
·
8 registered advisors
·
CRD# 127549
SEC# 801-62242
3
860-767-4300
01
Firm Overview
AUM
$3.8B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ESSEX FINANCIAL SERVICES, INC.
8 registered advisors
Alison Leslie Woodstock
ESSEX, Connecticut
CRD# 3137136
Charles Robert Cumello
ESSEX, Connecticut
CRD# 2120572
Jennifer Carly Krakower
ESSEX, Connecticut
CRD# 6396751
John William Rafal
ESSEX, Connecticut
CRD# 809031
Michael Dennis Orourke
ESSEX, Connecticut
CRD# 1551838
Ronald Clark Nelson
ESSEX, Connecticut
CRD# 1137618
Stephen Deane Gresham
ESSEX, Connecticut
CRD# 1126592
William John Jr Terribile
ESSEX, Connecticut
CRD# 1132498
05
Office Locations
ESSEX, Connecticut
8 advisors
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Data sourced from SEC Form ADV filings. ESSEX FINANCIAL SERVICES, INC. (CRD# 127549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.