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
Alexander Wolodkiewicz (CRD# 6540808) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 7 years of experience in the finance industry.
Daniel Wolodkiewicz (CRD# 3200425) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 25 years of experience in the finance industry.
Yossi Yakar (CRD# 2484044) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 29 years of experience in the finance industry.
Samuel Yarian (CRD# 7054228) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 5 years of experience in the finance industry.
Carey Yukich (CRD# 4425087) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 22 years of experience in the finance industry.
Alexander Zourides (CRD# 3183288) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 24 years of experience in the finance industry.
Mark Zylstra (CRD# 477513) is an Investment Advisor Representative working at Esi Financial Advisors in Grand Rapids, MI and has over 36 years of experience in the finance industry.
Vincent Acierno (CRD# 5437837) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 16 years of experience in the finance industry.
Maram Alaiwat (CRD# 6116032) is an Investment Advisor Representative working at Esi Financial Advisors in Riverview, MI and has over 10 years of experience in the finance industry.
Marc Alessandro (CRD# 4950006) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 19 years of experience in the finance industry.