Edward Connolly
Investment adviser representative at Essex LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$649.3MFirm assets
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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
Experience
20 years in the industry.
- Essex LLCJul 2021 to now
- Iron Financial LLCOct 2006 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Essex LLC
$649.3MAssets managed
608Clients
9Advisers
29 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
- 5772144
- Firm CRD
- 108352