Ryan Housteau, financial advisor White Plains NY

Ryan Housteau

CRD Number: 7803327
Current Firm: Esi Financial Advisors

Ryan Housteau (CRD# 7803327) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Equity Services Inc. Montpelier, VT Nov 2023 - Current < 1
Unemployed Canfield, OH Sep 2023 - Nov 2023 < 1
Youngstown State University Youngstown, OH Sep 2017 - Sep 2023 6
Alternative Smokes Canfield, OH Apr 2017 - Apr 2019 2
Canfield High School Canfield, OH Nov 2013 - Sep 2017 3
Sheetz North Lima, OH Jan 2016 - Jan 2017 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Ryan M. Housteau
Phone Number: 800-344-7437
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,125
    MILLIONS
  • Total Number of Accounts
    11,558
    ACCOUNTS
  • Average Account Value
    $183,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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