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Robert M Girvin

Essex Financial Services, Inc.

Essex, CT

Southport, CT

CRD 1721649

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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:

Current Employers
Essex Financial Services, Inc.

176 Westbrook Road, Essex, CT 06426 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-28
  • CT RA
    APPROVED
    Since 2025-01-28

Branch Locations

176 Westbrook Road, Essex, CT 06426 • United States

30 Jelliff Ln, Southport, CT 06426 • 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
Granite Point Capital Boston MA 08/2011 12/2023
Unemployed Mamaroneck NY 12/2023 01/2025
Essex Financial Services Essex CT 01/2025 Present
  • 08/2011 → 12/2023
    Granite Point Capital
    Boston, MA
  • 12/2023 → 01/2025
    Unemployed
    Mamaroneck, NY
  • 01/2025 → Present
    Essex Financial Services
    Essex, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-11-12
  • S63 Uniform Securities Agent State Law Examination
    1993-11-12
Designations
  • Chartered Financial Analyst
Other Names
  • Robert Girvin

View on SEC IAPD

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Nearby Investors

Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas

Nearby Offices

JEFFREY N. MEHLER, CFP LLC · ESSEX, CT
HT PARTNERS LLC · CENTERBROOK, CT
BRAE HEAD, INC. · ESSEX, CT

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