Haydn Cole, financial advisor Vero Beach FL
93 score

Haydn Cole

CRD Number: 6190843
Current Firm: Essex Asset Management LLC

Haydn Cole (CRD# 6190843) is an Investment Advisor Representative working at Essex Asset Management LLC in Vero Beach, FL and has over 3 years of experience in the finance industry. Haydn Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Essex Asset Management, LLC Vero Beach, FL Jan 2013 - Current 3
Unemployed Vero Beach, FL Aug 2012 - Dec 2012 < 1
Boston University Boston, MA May 2011 - Jul 2012 1
Unemployed Vero Beach, FL Jan 2009 - Apr 2011 2
Berklee College Of Music Boston, MA May 2005 - Dec 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Haydn B. Cole
Phone Number: 772-234-6455
Firm Website: http://www.essex.us.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $679,223
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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