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).
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Total Assets Under Management2,923MILLION
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Total Number of Accounts6,294ACCOUNTS
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Average Account Value$464,489
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.