ESSEX FINANCIAL ADVISORS, L.L.C.
SEC file number 801-62760
· TOPSFIELD, MA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$72.1M
Discretionary AUM
$71.3M
Employees
—
Clients
105
Firm
- Address
- 58 MAIN STREET
TOPSFIELD, MA 01983 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M