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
Pauline Peterson (CRD# 2606791) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 22 years of experience in the finance industry.
Anthony Russo (CRD# 1302987) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Farmington, CT and has over 35 years of experience in the finance industry.
James Sullivan (CRD# 4003205) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 22 years of experience in the finance industry.
William Tait (CRD# 6663470) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 7 years of experience in the finance industry.
Anthony Vocalina (CRD# 1754872) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 33 years of experience in the finance industry.
Julie Bauman (CRD# 3018508) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 25 years of experience in the finance industry.
Courtney Walsh (CRD# 2479081) 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.