Financial ADVSR advisor directory · SEC adviser records
Essex Financial Services, Inc. financial advisors in Essex, CT
Every SEC-registered investment adviser representative at a Essex Financial Services, Inc. office in Essex, A to Z.
The short answer
24 registered advisors work at Essex Financial Services, Inc. in Essex, out of 28 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 4 are also registered broker representatives.
Essex Financial Services, Inc. advisors in Essex, A to Z
Every Essex Financial Services, Inc. advisor →- Stephen W. BatesInvestment adviser rep
- Julie B. BaumanInvestment adviser rep
- Dennis M. CadwellInvestment adviser rep
- Charles R. Cumello Jr.Investment adviser rep
- Dave R. DelfinoCertified Financial Planner
- David C. Donaldson Jr.Investment adviser rep
- Gabriel M. FlugradCertified Financial Planner
- William T. FurguesonAlso a broker rep
- Cherish L. GenovaAlso a broker rep
- Robert M. GirvinChartered Financial Analyst
- Kristin E. GreenInvestment adviser rep
- Elizabeth A. HaasInvestment adviser rep
- Jeffrey W. Jones Jr.Investment adviser rep
- David F. LamayCertified Financial Planner
- Kevin J. LoobyCertified Financial Planner
- Jeffrey K. LudkaInvestment adviser rep
- Robert J. MarcinekCertified Financial Planner · Also a broker rep
- Lisa B. McMinnInvestment adviser rep
- Nicholas L. NaumannInvestment adviser rep
- Kevin J. NolanCertified Financial Planner
- Susan K. RothInvestment adviser rep
- Nancy StillmanInvestment adviser rep
- Anthony J. Vocalina IIIInvestment adviser rep
- Courtney H. WalshAlso a broker rep
Essex Financial Services, Inc. advisors in every city and state →Essex Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Essex Financial Services, Inc. advisors in other cities
Other firms in Essex
All Essex advisors →Alchemi Wealth, LLC 5Kestra Advisory Services, LLC 4Commonwealth Financial Network 3Jeffrey N. Mehler, Cfp LLC 3
Questions
How many financial advisors does Essex Financial Services, Inc. have in Essex?
24 investment adviser representatives are registered at Essex Financial Services, Inc. offices in Essex, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 6 list the CFP designation and 4 are also registered as broker representatives.
Is Essex Financial Services, Inc. one of the largest advisor employers in Essex?
Essex Financial Services, Inc. ranks number 1 in Essex by registered advisors, ahead of Alchemi Wealth, LLC (5).
How do I check a Essex Financial Services, Inc. advisor in Essex?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Essex Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.