Charles Robert Cumello
Investment adviser representative at Essex Financial Services, Inc.
13 yearsExperience
1 stateRegistered in
$4.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Essex Financial Services, Inc.Mar 2009 to now
- The Leaders Group IncJun 2021 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CT).
Essex Financial Services, Inc.
$4.2BAssets managed
2,963Clients
33Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2120572
- Firm CRD
- 127549