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Essex LLC CRD 108352
$649M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
21805 Field Parkway Suite 340, Deer Park, IL 60010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| IL | RA | APPROVED | 2017-01-27 |
Branch Locations
21805 Field Parkway Suite 340, Deer Park, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex, Llc | Deer Park | IL | 09/2016 | Present |
SmartAsset Ambassador, Investment Related, 122 East 42nd St. Ste 4300 New York, NY 10168, Consulting, Independent Contractor, Start Date: 04.01.2025, Time spent is 5-10 hours per quarter, the SmartAsset relationship generates sales leads for Essex, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-27 |
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