Victor Kester, jr.
Investment adviser representative at Essex Private Wealth Management LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Essex Private Wealth Management LLCMay 2025 to now
- Huntwicke Securities, LLCMay 2025 to now
- MML Investors Services, LLCJul 2024 to Mar 2025
- DeloitteOct 2022 to Apr 2024
- Broadridge Financial SystemsDec 2020 to Jul 2022
- Pruco Securities, LLCNov 2020 to Aug 2022
- UnemployedMar 2020 to Oct 2020
- Nylife Securities LLCJan 2020 to Jan 2020
- New York Life Insurance CoJul 2019 to Jan 2020
- CapgeminiJul 2018 to May 2019
- First DerivativesJul 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5899814
- Firm CRD
- 149991