Julie Belknap Bauman

Essex Financial Services, INC.

27 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Essex Financial Services, INC.

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

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.

Employment History

Current Registrations

Essex Financial Services, INC.

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

The Leaders Group, INC.Broker

June 2021 - December 2023 · 2 yrs 6 mos

Essex Financial Services, INC.Broker

August 2011 - June 2021 · 9 yrs 10 mos

Purshe Kaplan Sterling InvestmentsBroker

February 2008 - August 2011 · 3 yrs 6 mos

Citigroup Global Markets INC.Broker

August 1998 - February 2008 · 9 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.