Essex Capital Management
Essex Capital Management (CRD# 164782) is a financial advisory firm headquartered in Lynnfield, MA. They manage $15,825,880 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$277,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kimberley Feeney Zollo (CRD# 2824170) is an Investment Advisor Representative working at Essex Capital Management in Lynn, MA and has over 10 years of experience in the finance industry. Kimberley Feeney Zollo 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.