Nancy Stillman is a registered investment advisor at Essex Financial Services, INC., based in Essex, CT, with 32 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,963 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Essex Financial charges a percentage of your portfolio annually for wealth management services. The exact percentage ranges from 0.50% to 1.50% depending on the complexity of your situation, the amount you invest, and your overall relationship with Essex Financial. Fees are paid quarterly in advance. Additional fees are charged for third-party managed account programs, not to exceed 2.00% in total.
Location
176 Westbrook Road, Essex, CT, 06426
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Regulatory History
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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Nancy is an independent distributor for Juice Plus wellness products and garden systems, and owns Unique Finds LLC, an artisan gift shop. She also owns rental property in Stafford Springs, CT, since 2004.
Employment History
Current Registrations
Essex Financial Services, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
The Leaders Group, INC.Broker
Essex Financial Services, INC.
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Directed Services LLCBroker
Ing America Equities, INC.Broker
Ing Investment Advisors, LLC
Systematized Benefits Administrators, INC.Broker
Ing Investment Advisors, LLCBroker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Wall Street Investor ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.