Peter Earl Mulholland
Investment adviser representative at Essex Private Wealth Management LLC
30 yearsExperience
2 statesRegistered in
$330.5MFirm assets
9 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Huntwicke Securities, LLCMay 2017 to now
- Town of TopsfieldMay 2015 to now
- Essex Private Wealth Management LLCNov 2011 to now
- Huntwicke Advisors, LLCMar 2009 to now
- Valley View FarmApr 1996 to now
- Huntwicke Securities, LLC (f/k/a Phalanx Trading)Jan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Essex Private Wealth Management LLC
$330.5MAssets managed
216Clients
4Advisers
9 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
- 2213796
- Firm CRD
- 149991