Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,967 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

176 Westbrook Road, Essex, CT, 06426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dennis is a member/owner of Brierley, Cadwell & Possidente, LLC since 1998, which is not investment related. He dedicates nearly full-time hours (120-150 hours per month) to accounting, tax preparation, practice management, and administration.

Employment History
Current Registrations
Essex Financial Services, INC.
January 2010 - Present · 16 yrs 1 mo
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Dennis M Cadwell - Financial Advisor | TrueAdvisor