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
Elizabeth Haas (CRD# 1407406) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 37 years of experience in the finance industry.
David Lamay (CRD# 2198416) 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.
Michael Lariviere (CRD# 4217018) 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.
Kevin Looby (CRD# 2821788) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 27 years of experience in the finance industry.
Robert Marcinek (CRD# 4559959) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 24 years of experience in the finance industry.
Lisa McMinn (CRD# 4331241) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 21 years of experience in the finance industry.
Nathaniel Morris (CRD# 6007094) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Farmington, CT and has over 12 years of experience in the finance industry.
Nicholas Naumann (CRD# 5953129) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 12 years of experience in the finance industry.
Kevin Nolan (CRD# 2637999) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 28 years of experience in the finance industry.
Pauline Peterson (CRD# 2606791) 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.