Kevin Joseph Nolan

Employer firm

Essex Financial Services, Inc. CRD 127549

$4.17B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Essex Financial Services
  Essex, CT

Previous Registrations

• 2011-08-17 → 2014-03-24
  Wealthspire Advisors
  Westport, CT
  New York, NY
• 1998-02-17 → 2011-08-02
  Strategic Advisers Llc
  Fairfield, CT
  White Plains, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-28
• S63 Uniform Securities Agent State Law Examination
  1995-07-26

Designations

• Certified Financial Planner