Essex Financial Services, Inc.

Essex Financial Services, Inc. (CRD# 127549) is a financial advisory firm headquartered in Essex, CT. They manage $2,923,495,240 in 6,294 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,923
    MILLION
  • Total Number of Accounts
    6,294
    ACCOUNTS
  • Average Account Value
    $464,489
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY

Financial Advisors at Essex Financial Services, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Stephen W. Bates
CRD#: 2373075
176 Westbrook Road, Essex, CT 06426

Stephen Bates (CRD# 2373075) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 19 years of experience in the finance industry.

2
Dennis M. Cadwell
CRD#: 5746374
,

Dennis Cadwell (CRD# 5746374) is an Investment Advisor Representative working at Essex Financial Services, Inc. in , and has over 15 years of experience in the finance industry.

3
Charles R. Cumello
CRD#: 2120572
176 Westbrook Road, Essex, CT 06426

Charles Cumello (CRD# 2120572) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 32 years of experience in the finance industry.

4
Dave R. Delfino
CRD#: 5785723
176 Westbrook Road, Essex, CT 06426

Dave Delfino (CRD# 5785723) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 13 years of experience in the finance industry. Dave Delfino 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.

5
David C. Donaldson
CRD#: 1155413
176 Westbrook Road, Essex, CT 06426

David Donaldson (CRD# 1155413) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 40 years of experience in the finance industry.

6
Sean F. Flynn
CRD#: 5264521
30 Jelliff Ln, Southport, CT 06890

Sean Flynn (CRD# 5264521) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Southport, CT and has over 15 years of experience in the finance industry.

7
Anthony J. Fortuna
CRD#: 3136064
176 Westbrook Road, Essex, CT 06426

Anthony Fortuna (CRD# 3136064) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 23 years of experience in the finance industry.

8
William T. Furgueson
CRD#: 2554975
176 Westbrook Road, Essex, CT 06426

William Furgueson (CRD# 2554975) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 29 years of experience in the finance industry.

9
Cherish L. Genova
CRD#: 4331468
176 Westbrook Road, Essex, CT 06426

Cherish Genova (CRD# 4331468) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 23 years of experience in the finance industry.

10
Kristin E. Green
CRD#: 6072278
176 Westbrook Road, Essex, CT 06426

Kristin Green (CRD# 6072278) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 11 years of experience in the finance industry.

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