Nancy Stillman
Investment adviser representative at Essex Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
23 yearsFirm in business
Are you Nancy Stillman? Claim your profile
Contact this firm
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
11 years in the industry.
- Essex Financial Services, Inc.Aug 2024 to now
- Unique Finds LLCFeb 2015 to now
- Commonwealth Financial NetworkJun 2022 to Aug 2024
- Gottfried & Somberg Wealth Management, LLCJun 2022 to Aug 2024
- Essex Financial Services IncAug 2021 to Jun 2022
- The Leaders Group IncAug 2021 to Jun 2022
- Commonwealth Financial NetworkJul 2015 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- 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
- 2325104
- Firm CRD
- 127549