Entity Name: | ESSEX FINANCIAL SERVICES, INC. |
Jurisdiction: | Connecticut |
Legal type: | Stock |
Citizenship: | Domestic |
Status: | Active |
Sub status: | Annual report due |
Date Formed: | 24 Apr 2003 |
Business ALEI: | 0746818 |
Annual report due: | 24 Apr 2025 |
NAICS code: | 523940 - Portfolio Management and Investment Advice |
Business address: | 176 Westbrook Rd, Essex, CT, 06426-1511, United States |
Mailing address: | 176 WESTBROOK ROAD PO BOX 999, ESSEX, CT, United States, 06426 |
ZIP code: | 06426 |
County: | Middlesex |
Place of Formation: | CONNECTICUT |
Total authorized shares: | 5000 |
E-Mail: | rnelson@essex.financial |
Type | Company Name | Company Number | State |
---|---|---|---|
Headquarter of | ESSEX FINANCIAL SERVICES, INC. | 3037689 | NEW YORK |
CIK number | Mailing Address | Business Address | Phone | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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1315785 | P.O. BOX 999, 176 WESTBROOK RD, ESSEX, CT, 064260999 | P.O. BOX 999, 176 WESTBROOK RD, ESSEX, CT, 064260999 | 860-767-4300 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | 13F-HR/A |
File number | 028-11126 |
Filing date | 2024-08-09 |
Reporting date | 2024-06-30 |
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Filing date | 2024-08-05 |
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Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2024-07-31 |
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Form type | 13F-HR |
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Filing date | 2024-04-24 |
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Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2024-02-06 |
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Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2023-11-15 |
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Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2023-08-09 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR/A |
File number | 028-11126 |
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Filings since 2022-04-21
Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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File number | 028-11126 |
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Form type | 13F-HR |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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Form type | 13F-HR |
File number | 028-11126 |
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File | View File |
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Form type | 13F-HR |
File number | 028-11126 |
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File | View File |
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Form type | 13F-HR |
File number | 028-11126 |
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Reporting date | 2015-06-30 |
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Form type | 13F-HR |
File number | 028-11126 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
File | View File |
Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
File | View File |
Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
File | View File |
Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
File | View File |
Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
File | View File |
Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
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Filings since 2015-02-03
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-03 |
File | View File |
Filings since 2015-02-02
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-02 |
File | View File |
Filings since 2015-02-02
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-02 |
File | View File |
Filings since 2015-02-02
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-02 |
File | View File |
Filings since 2015-02-02
Form type | MA-I |
File number | 868-04744 |
Filing date | 2015-02-02 |
File | View File |
Filings since 2015-01-07
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2015-01-07 |
Reporting date | 2014-12-31 |
File | View File |
Filings since 2014-10-31
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2014-10-31 |
Reporting date | 2014-09-30 |
File | View File |
Filings since 2014-07-29
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2014-07-29 |
Reporting date | 2014-06-30 |
File | View File |
Filings since 2014-05-08
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2014-05-08 |
Reporting date | 2014-03-31 |
File | View File |
Filings since 2014-02-12
Form type | 13F-HR/A |
File number | 028-11126 |
Filing date | 2014-02-12 |
Reporting date | 2013-12-31 |
File | View File |
Filings since 2014-02-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2014-02-11 |
Reporting date | 2013-12-31 |
File | View File |
Filings since 2013-11-14
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2013-11-14 |
Reporting date | 2013-09-30 |
File | View File |
Filings since 2013-08-14
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2013-08-14 |
Reporting date | 2013-06-30 |
File | View File |
Filings since 2013-05-08
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2013-05-08 |
Reporting date | 2013-03-31 |
File | View File |
Filings since 2013-01-23
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2013-01-23 |
Reporting date | 2012-12-31 |
File | View File |
Filings since 2012-10-09
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2012-10-09 |
Reporting date | 2012-09-30 |
File | View File |
Filings since 2012-07-25
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2012-07-25 |
Reporting date | 2012-06-30 |
File | View File |
Filings since 2012-04-09
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2012-04-09 |
Reporting date | 2012-03-31 |
File | View File |
Filings since 2012-01-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2012-01-11 |
Reporting date | 2011-12-31 |
File | View File |
Filings since 2011-10-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2011-10-11 |
Reporting date | 2011-09-30 |
File | View File |
Filings since 2011-07-29
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2011-07-29 |
Reporting date | 2011-06-30 |
File | View File |
Filings since 2011-04-13
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2011-04-13 |
Reporting date | 2011-03-31 |
File | View File |
Filings since 2011-01-19
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2011-01-19 |
Reporting date | 2010-12-31 |
File | View File |
Filings since 2010-11-01
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2010-11-01 |
Reporting date | 2010-09-30 |
File | View File |
Filings since 2010-07-23
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2010-07-23 |
Reporting date | 2010-06-30 |
File | View File |
Filings since 2010-05-07
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2010-05-07 |
Reporting date | 2010-03-31 |
File | View File |
Filings since 2010-01-22
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2010-01-22 |
Reporting date | 2009-12-31 |
File | View File |
Filings since 2009-10-28
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2009-10-28 |
Reporting date | 2009-09-30 |
File | View File |
Filings since 2009-07-29
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2009-07-29 |
Reporting date | 2009-06-30 |
File | View File |
Filings since 2009-04-22
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2009-04-22 |
Reporting date | 2009-03-31 |
File | View File |
Filings since 2009-01-20
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2009-01-20 |
Reporting date | 2008-12-31 |
File | View File |
Filings since 2008-10-30
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2008-10-30 |
Reporting date | 2008-09-30 |
File | View File |
Filings since 2008-07-09
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2008-07-09 |
Reporting date | 2008-06-30 |
File | View File |
Filings since 2008-04-09
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2008-04-09 |
Reporting date | 2008-03-31 |
File | View File |
Filings since 2008-01-22
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2008-01-22 |
Reporting date | 2007-12-31 |
File | View File |
Filings since 2007-10-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2007-10-11 |
Reporting date | 2007-09-30 |
File | View File |
Filings since 2007-07-16
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2007-07-16 |
Reporting date | 2007-06-30 |
File | View File |
Filings since 2007-04-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2007-04-11 |
Reporting date | 2007-03-31 |
File | View File |
Filings since 2007-01-09
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2007-01-09 |
Reporting date | 2006-12-31 |
File | View File |
Filings since 2006-10-05
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2006-10-05 |
Reporting date | 2006-09-30 |
File | View File |
Filings since 2006-08-02
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2006-08-02 |
Reporting date | 2006-06-30 |
File | View File |
Filings since 2006-05-09
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2006-05-09 |
Reporting date | 2006-03-31 |
File | View File |
Filings since 2006-01-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2006-01-11 |
Reporting date | 2005-12-31 |
File | View File |
Filings since 2005-10-12
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2005-10-12 |
Reporting date | 2005-09-30 |
File | View File |
Filings since 2005-07-18
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2005-07-18 |
Reporting date | 2005-06-30 |
File | View File |
Filings since 2005-04-20
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2005-04-20 |
Reporting date | 2005-03-31 |
File | View File |
Filings since 2005-02-11
Form type | 13F-HR |
File number | 028-11126 |
Filing date | 2005-02-11 |
Reporting date | 2004-12-31 |
File | View File |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESSEX FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 2023 | 364529342 | 2024-07-18 | ESSEX FINANCIAL SERVICES, INC. | 54 | |||||||||||||||||||||||||||||||||
|
Role | Plan administrator |
Date | 2024-07-18 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2024-07-18 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2023-08-15 |
Name of individual signing | RONALD C NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2023-08-15 |
Name of individual signing | RONALD C NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2022-06-08 |
Name of individual signing | RONALD C NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2022-06-08 |
Name of individual signing | RONALD C NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2021-07-20 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2021-07-20 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2020-08-31 |
Name of individual signing | RONALD NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2020-08-31 |
Name of individual signing | RONALD NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2019-04-26 |
Name of individual signing | RONALD NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2019-04-26 |
Name of individual signing | RONALD NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2018-07-27 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2018-07-27 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2017-09-12 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2017-09-12 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2016-06-13 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2016-06-13 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 1981-10-01 |
Business code | 523900 |
Sponsor’s telephone number | 8607674300 |
Plan sponsor’s address | PO BOX 999, ESSEX, CT, 064260999 |
Signature of
Role | Plan administrator |
Date | 2015-08-10 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Role | Employer/plan sponsor |
Date | 2015-08-10 |
Name of individual signing | RON NELSON |
Valid signature | Filed with authorized/valid electronic signature |
Name | Role | Business address | Mailing address | Phone | Residence address | |
---|---|---|---|---|---|---|
DAVID J. WIESE | Agent | 20 CHURCH ST, C/O HINCKLEY ALLEN, HARTFORD, CT, 06103, United States | 20 CHURCH ST, C/O HINCKLEY ALLEN, HARTFORD, CT, 06103, United States | +1 860-331-2714 | dwiese@hinckleyallen.com | 18 FERRY ROAD, OLD LYME, CT, 06371, United States |
Name | Role | Business address | Residence address |
---|---|---|---|
RONALD NELSON | Officer | 176 WESTBROOK ROAD, ESSEX, CT, 06426, United States | 33 WINTHROP HILL ROAD, IVORYTON, CT, 06442, United States |
CHARLES CUMELLO | Officer | 176 WESTBROOK ROAD, ESSEX, CT, 06426, United States | 64 PLEASANT TERRACE, DURHAM, CT, 06422, United States |
Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
---|---|---|---|---|---|
BF-0012066298 | 2024-04-17 | No data | Annual Report | Annual Report | No data |
BF-0011272499 | 2023-04-05 | No data | Annual Report | Annual Report | No data |
BF-0010201847 | 2022-03-25 | No data | Annual Report | Annual Report | 2022 |
0007282068 | 2021-04-05 | No data | Annual Report | Annual Report | 2021 |
0006993497 | 2020-09-29 | No data | Annual Report | Annual Report | 2020 |
0006531006 | 2019-04-11 | No data | Annual Report | Annual Report | 2019 |
0006141080 | 2018-03-27 | No data | Annual Report | Annual Report | 2018 |
0005828051 | 2017-04-27 | No data | Annual Report | Annual Report | 2017 |
0005551564 | 2016-04-28 | No data | Annual Report | Annual Report | 2016 |
0005317919 | 2015-04-17 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website