ESSEX FINANCIAL SERVICES, INC.

ESSEX, Connecticut·14 registered advisors·CRD# 127549
SEC# 801-622423860-767-4300
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
14
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 PlanningInvestment ManagementWealth Management
04

Advisors at ESSEX FINANCIAL SERVICES, INC.

14 registered advisors
Alison Leslie Woodstock
ESSEX, Connecticut
Charles Robert Cumello
ESSEX, Connecticut
Diane Hadley Arnold
ESSEX, Connecticut
Jennifer Carly Krakower
ESSEX, Connecticut
John Bauer
ESSEX, Connecticut
John William Rafal
ESSEX, Connecticut
Leon Joseph Olivier
ESSEX, Connecticut
Linda Marie Martin
ESSEX, Connecticut
Mary Emelia Boone
ESSEX, Connecticut
Michael Dennis Orourke
ESSEX, Connecticut
Paul Francis Pendergast
ESSEX, Connecticut
Ronald Clark Nelson
ESSEX, Connecticut
Stephen Deane Gresham
ESSEX, Connecticut
William John Jr Terribile
ESSEX, Connecticut
05

Office Locations

ESSEX, Connecticut
14 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.