Essex Financial Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

127549

SEC number

801-62242

Firm type

RIA

Assets under management

$4.2B as of Dec 24, 2025

Website

www.essexfinancialservices.net ↗

Phone

860-767-4300

Address

176 Westbrook Road, Essex, CT, 06426

Advisors at this firm

33 in our index · page 1 of 1

• Stephen Worth BatesCRD 2373075 · Essex, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Julie Belknap BaumanCRD 3018508 · Essex, CT
  IA RegisteredRegistration inactive
• Owen W BregmanCRD 4083424 · Southport, CT
  IA RegisteredRegistration inactive
• Dennis M CadwellCRD 5746374 · Essex, CT
  IA Registered
• John CostelloCRD 7310070 · Farmington, CT
  IA Registered
• Charles Robert CumelloCRD 2120572 · Essex, CT
  IA RegisteredRegistration inactive
• Dave Richard DelfinoCRD 5785723 · Essex, CT
  IA RegisteredRegistration inactive
• David Cummings DonaldsonCRD 1155413 · Farmington, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sean Francis FlynnCRD 5264521 · Southport, CT
  IA Registered
• Gabriel M FlugradCRD 7486173 · Essex, CT
  IA RegisteredRegistration inactive
• Anthony Joseph FortunaCRD 3136064 · Farmington, CT
  IA RegisteredRegistration inactive
• William Timothy FurguesonCRD 2554975 · Essex, CT
  IA RegisteredBroker
• Robert M GirvinCRD 1721649 · Southport, CT
  IA Registered
• Cherish Lyn GenovaCRD 4331468 · Essex, CT
  IA RegisteredBroker
• Kristin Elizabeth GreenCRD 6072278 · Essex, CT
  IA RegisteredRegistration inactive
• Elizabeth Antoinette HaasCRD 1407406 · Essex, CT
  IA RegisteredRegistration inactive
• Jeffrey Wendell JonesCRD 5475864 · Southport, CT
  IA RegisteredRegistration inactive
• Kevin Joseph LoobyCRD 2821788 · Essex, CT
  IA RegisteredRegistration inactive
• David Francis LamayCRD 2198416 · Essex, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael R LariviereCRD 4217018 · Essex, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Kohl LudkaCRD 7697851 · Essex, CT
  IA Registered
• Robert J. MarcinekCRD 4559959 · Essex, CT
  IA RegisteredBroker
• Lisa B McminnCRD 4331241 · Essex, CT
  IA RegisteredRegistration inactive
• Nathaniel Francis MorrisCRD 6007094 · Farmington, CT
  IA RegisteredRegistration inactive
• Nicholas Luke NaumannCRD 5953129 · Southport, CT
  IA RegisteredRegistration inactive
• Kevin Joseph NolanCRD 2637999 · Southport, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Susan K RothCRD 2574898 · Essex, CT
  IA RegisteredRegistration inactive
• Anthony Gennaro RussoCRD 1302987 · Farmington, CT
  IA RegisteredBroker
• Nancy StillmanCRD 2325104 · Essex, CT
  IA RegisteredRegistration inactive
• James Michael SullivanCRD 4003205 · Essex, CT
  IA RegisteredBroker
• William Michael TaitCRD 6663470 · Essex, CT
  IA RegisteredBroker
• Anthony Joseph VocalinaCRD 1754872 · Essex, CT
  IA RegisteredRegistration inactive
• Courtney Hughes WalshCRD 2479081 · Southport, CT
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.