Kimberley A Feeney Zollo

Employer firm

Essex Capital Management CRD 164782

$46.3M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Essex Capital Management

Lynn, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2012-07-23

MA RA
APPROVED

Since 2012-07-23

Branch Locations

Lynn, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Essex Capital Management	Lynn	MA	07/2012	Present

07/2012 → Present

Essex Capital Management

Lynn, MA

Previous Registrations

2008-03-27 → 2012-07-17

Commonwealth Financial Network

Danvers, MA

Other Businesses

NORTH SHORE COMMUNITY COLLEGE - ADJUNCT PROFESSOR TEACHING MATH, FINANCIAL MANAGEMENT AND MACROECONOMICS COURSES, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-02-13

S63 Uniform Securities Agent State Law Examination

2008-02-13

Designations

Certified Financial Planner

Other Names

Kimberley A Feeney
Kimberley A Feeney
Kimberley A Zollo

View on SEC IAPD