Esi Financial Advisors
Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $2,237,698,038 in 10,400 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management2,238MILLION
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Total Number of Accounts10,400ACCOUNTS
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Average Account Value$215,163
- 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 9 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 23 years of experience in the finance industry.
Damien Adams (CRD# 3147549) is an Investment Advisor Representative working at Esi Financial Advisors in Addison, TX 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 White Plains, NY and has over 25 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 32 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 36 years of experience in the finance industry.
Janet Augustine (CRD# 5311347) is an Investment Advisor Representative working at Esi Financial Advisors in Westerville, OH and has over 15 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 22 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 22 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 15 years of experience in the finance industry.