Essex Investment Management Company, LLC

Essex Investment Management Company, LLC (CRD# 109962) is a financial advisory firm headquartered in Boston, MA. They manage $679,428,000 in 192 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    679
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $3,538,688
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, NH, NY, TX, WA

Financial Advisors at Essex Investment Management Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen D. Cutler
CRD#: 1487081
125 High Street, 29th Floor, Boston, MA 02110
93
Wealthminder
score

Stephen Cutler (CRD# 1487081) is an Investment Advisor Representative working at Essex Investment Management Company, LLC in Boston, MA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.