Director · Essex Financial Services, Inc.
Mary Emelia Boone
CRD 6281326 · Named on Form ADV at one SEC-registered adviser
At a glance
Essex Financial Services, Inc., an SEC-registered wealth manager based in Essex, CT with $4.2 billion in regulatory assets, lists Mary Emelia Boone on its Form ADV as Director, a control person.
Firms and roles
- Essex Financial Services, Inc.DirectorWealth manager · Essex, CT · $4.2B in regulatory assets
AtlasMembers
Mary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Ronald C. NelsonDirector, Essex Financial Services, Inc.
- Charles R. CumelloPresident & Chief Executive Officer, Director, Essex Financial Services, Inc.
- Susan K RothChief Operating Officer, Treasurer, Secretary, Essex Financial Services, Inc.
- John BauerDirector, Essex Financial Services, Inc.
- Stephen Deane GreshamDirector, Essex Financial Services, Inc.
2 more people named with Mary on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.