Peter
Mulholland
Essex Private Wealth Management, LLC
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About this Advisor
Peter Mulholland is a financial advisor operating out of Topsfield, Massachusetts with 12 years of industry experience. Mulholland is an advisor for Essex Private Wealth Management, LLC. During their career, Mulholland has held roles at Phalanx Trading, LLC, Huntwicke Securities, LLC (F/K/A Phalanx Trading), Huntwicke Securities, LLC, Town Of Topsfield, Valley View Farm and Huntwicke Advisors, LLC. Mulholland holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Texas. Essex Private Wealth Management, LLC is a registered investment business operating out of Topsfield, MA. It has a total of six employees. It manages $229 million in total assets across its 678 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 678 client accounts, 41% belong to high-net-worth clients who have at least $1 million in assets available to invest. Essex Private Wealth Management, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which service is offered. Fees charged by Essex Private Wealth Management, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Essex Private Wealth Management, LLC Brokerage Details
$228,835,330
6
678
$337,515
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Peter Mulholland Work History
Peter has been registered as a financial advisor for 12 years.*
Huntwicke Securities, LLC
Town Of Topsfield
Huntwicke Advisors, LLC
Valley View Farm
Huntwicke Securities, LLC (F/K/A Phalanx Trading)
Phalanx Trading, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Mulholland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Essex Private Wealth Management, LLC
Topsfield, MA
Topsfield, MA
Topsfield, MA
Topsfield, MA
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