Michael Fletcher, financial advisor Montpelier VT

Michael Fletcher

CRD Number: 4764058
Current Firm: Esi Financial Advisors

Michael Fletcher (CRD# 4764058) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Equity Services, Inc. Montpelier, VT Nov 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Michael J. Fletcher
Phone Number: 800-344-7437
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    1,867
    MILLIONS
  • Total Number of Accounts
    11,317
    ACCOUNTS
  • Average Account Value
    $164,964
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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