Essex Capital Management

Essex Capital Management (CRD# 164782) is a financial advisory firm headquartered in Lynnfield, MA. They manage $37,464,538 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 1118, Lynnfield, MA 01940
https://www.linkedin.com/in/kimberley-feeney-zollo-cfp%c2%ae-3375b7b/
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $402,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Essex Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Kimberley Feeney Zollo, financial advisor Lynn MA
Kimberley A. Feeney Zollo
CRD#: 2824170
Lynn, MA

Kimberley Feeney Zollo (CRD# 2824170) is an Investment Advisor Representative working at Essex Capital Management in Lynn, MA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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