Edward Connolly has been an investment adviser representative at Essex since July 2021, and is not listed among the firm’s executive officers or direct owners. Edward Connolly holds a BA in Economics from Connecticut College.
Essex LLC is a Deer Park, IL firm with $649M under management, 608 clients and 7 advisers across 3 offices, as of its January 2026 filing.
Ted Connolly is Portfolio Manager & Financial Advisor of Essex LLC. He joined Essex in 2021 and is a member of the Investment Committee. He previously worked at Iron Financial, a registered investment adviser, where he ran fixed income strategies as well as options, REITs, risk-based ETFs and mutual fund portfolios.
Edward Connolly’s longest registration was 11 years at Iron Financial LLC (2010–2021). Before joining Essex in 2021, Edward Connolly was registered through Iron Financial LLC.
- Iron Financial LLC– · 11 yearsNorthbrook, IL · Adviser representative · Firm CRD 106682
Professional designations
Listed by Essex
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Edward Connolly is registered as an investment adviser representative in Illinois, since July 2021.
- IllinoisSince 21 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2007 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5772144
- Firm
- Essex · CRD 108352
- Office
- 21805 FIELD PARKWAY, SUITE 340, Deer Park, IL 60010
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- essexllc.com
Where does Edward Connolly work?
Edward Connolly is an investment adviser representative registered through Essex LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Edward Connolly a financial advisor?
Yes. Edward Connolly has a current investment-adviser registration in Illinois, through Essex since July 2021.
How many years of experience does Edward Connolly have?
Edward Connolly has 16 years in the financial industry, since June 2010, across 2 adviser firms.
What exams has Edward Connolly passed?
Edward Connolly passed the Series 65 in September 2007.
Where did Edward Connolly work before Essex?
Before Essex, Edward Connolly was registered through Iron Financial LLC, March 2010 to April 2021.
Where is Edward Connolly based?
Edward Connolly’s registered office is in Deer Park, IL.
Is Edward Connolly registered with FINRA?
No. Edward Connolly has no current broker registration.
Is Edward Connolly a CFP?
Essex lists Edward Connolly with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Edward Connolly’s record?
Search CRD 5772144 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Connolly’s full registration record.
