Esi Financial Advisors
Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $2,124,751,345 in 11,558 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management2,125MILLION
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Roberto Abele (CRD# 6147027) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 11 years of experience in the finance industry.
Richard Abernathy (CRD# 3151669) is an Investment Advisor Representative working at Esi Financial Advisors in Troy, MI and has over 24 years of experience in the finance industry.
Vincent Aimetti (CRD# 2882255) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has over 26 years of experience in the finance industry.
Patricia Almony (CRD# 2067244) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 33 years of experience in the finance industry.
Darrell Amsden (CRD# 1497594) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 37 years of experience in the finance industry.
Janet Augustine (CRD# 5311347) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 16 years of experience in the finance industry.
Meredith Augustoni (CRD# 1221155) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 23 years of experience in the finance industry.
Thomas Bailey (CRD# 4140683) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 24 years of experience in the finance industry.
Starr Barnum (CRD# 4232299) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.
Craig Berman (CRD# 4049281) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry.