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Edward Connolly

Essex LLC

Deer Park, IL

CRD 5772144

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Employer firm

Essex LLC CRD 108352

$649M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Essex Llc

21805 Field Parkway Suite 340, Deer Park, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-07-21
  • IL RA
    APPROVED
    Since 2021-07-21

Branch Locations

21805 Field Parkway Suite 340, Deer Park, IL 60010 • 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
OrganizationCityStateFromTo
Iron Financial Llc Northbrook IL 10/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-07
  • S65 Uniform Investment Adviser Law Examination
    2007-09-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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CITIGROUP GLOBAL MARKETS INC.
RUDIUS MANAGEMENT, L.P.

Nearby Investors

MICHAEL PATRICK NOLAN
Alexios Coscoros
SAHIL KUMAR VARMA

Nearby Offices

CITIGROUP ALTERNATIVE INVESTMENTS LLC · NEW YORK, NY
CITIGROUP GLOBAL MARKETS INC. · NEW YORK, NY
CITIGROUP GLOBAL MARKETS INC. · New York, NY

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