Edward Connolly
Essex · Deer Park, Illinois
Edward Connolly is a fee-only financial advisor at Essex in Deer Park, Illinois, who holds the CFP credential. Essex reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Essex |
|---|---|
| Based in | Deer Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $649.3M across 2,294 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5772144 |
| Exams passed | Series 65 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alignable.com/barrington-il/essex-llc |
How Edward's firm compares
- Essex's average account is about $283,000, from its Form ADV (assets managed divided by 2,294 accounts).
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Questions about Edward
Is Edward Connolly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Essex reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Essex, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Connolly based?
Edward Connolly is based in Deer Park, Illinois.
What credentials does Edward Connolly hold?
Edward Connolly holds the CFP credential.
Is Edward Connolly registered with the SEC?
Yes. Edward Connolly is registered as an investment adviser representative in IL (CRD 5772144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Essex manage?
Essex reports $649.3M across 2,294 accounts in assets under management.
How do I contact Edward Connolly?
Through Edward's website, www.alignable.com/barrington-il/essex-llc.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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