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 21 - 27 of 27 top financial advisors.
21
Pauline L. Peterson
CRD#: 2606791
176 Westbrook Road, Essex, CT 06426

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.

22
Anthony G. Russo
CRD#: 1302987
10 Waterside Dr, Suite 100, Farmington, CT 06032

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.

23
James M. Sullivan
CRD#: 4003205
176 Westbrook Road, Essex, CT 06426

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.

24
William M. Tait
CRD#: 6663470
176 Westbrook Road, Essex, CT 06426

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.

25
Anthony J. Vocalina
CRD#: 1754872
176 Westbrook Road, Essex, CT 06426

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.

26
Julie B. Bauman
CRD#: 3018508
176 Westbrook Road, Essex, CT 06426

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.

27
Courtney H. Walsh
CRD#: 2479081
176 Westbrook Road, Essex, CT 06426

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.

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