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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 7, 2019
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $493.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

35

name start date
Julie Belknap Bauman
August 2011
Jere Rae Jordan
February 2013
David Francis Lamay
March 2010
Dave Richard Delfino
June 2018
Clark Johnson Sturtevant
June 2008

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Essex Savings Bank -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Bauer Director September, 2018 less than 5%
      Linda Marie Martin Chief Financial Officer January, 2017 less than 5%
      Mary Emelia Boone Director November, 2013 less than 5%
      Charles Robert Jr Cumello President & Ceo, Director December, 2013 less than 5%
      Ronald Clark Nelson Chief Operating Officer, Treasurer May, 2013 less than 5%
      Leon Joseph Olivier Director July, 2009 less than 5%
      William John Jr Terribile Financial And Operations Principal, Rosfp December, 2004 less than 5%
      Michael Dennis Orourke Chief Compliance Officer August, 2004 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time