EH
EH

Elizabeth Antoinette Haas

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,967 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

176 Westbrook Road, Essex, CT, 06426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elizabeth owns Cozy Naturals Company LLC, a sales business involved in sewing, merchandising, and marketing since October 2023. This takes about 10-20% of Elizabeth's time.

Employment History
Current Registrations
Essex Financial Services, INC.
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
The Leaders Group, INC.Broker
June 2021 - December 2023 · 2 yrs 6 mos
Essex Financial Services, INC.Broker
May 2009 - June 2021 · 12 yrs 1 mo
E. F. Hutton & Company INCBroker
December 1986 - February 1988 · 1 yr 2 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.