Adviser and broker representative · Essex Financial Services, Inc.
William T. Furgueson
CRD 2554975 · Essex, CT
At a glance
William T. Furgueson is an investment adviser representative with Essex Financial Services, Inc. in Essex, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 1995, about 31 years ago. William is also registered as a broker representative.
Current advisory firm
- Essex Financial Services, Inc.Since June 2011Essex, CT · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Essex Financial Services, Inc.
- Stephen W. BatesEssex
- Julie B. BaumanEssex
- Dennis M. CadwellEssex
- Charles R. Cumello Jr.Essex
- Dave R. DelfinoEssex · Certified Financial Planner
- David C. Donaldson Jr.Essex
- Gabriel M. FlugradEssex · Certified Financial Planner
- Cherish L. GenovaEssex
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