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
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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
Margaret Antoniello (CRD# 4710440) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 17 years of experience in the finance industry.
Spyro Athanasoulias (CRD# 4810713) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 19 years of experience in the finance industry.
Ryan Ausloos (CRD# 7842534) is an Investment Advisor Representative working at Esi Financial Advisors in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
David Balkcom (CRD# 3131604) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has 1 year of experience in the finance industry.
Jesse Barker (CRD# 7574980) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has 1 year of experience in the finance industry.
James Barnes (CRD# 5904416) is an Investment Advisor Representative working at Esi Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Ryan Behnken (CRD# 5437380) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 16 years of experience in the finance industry.
Matthew Bell (CRD# 4435395) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 22 years of experience in the finance industry.
Bryan Blake (CRD# 5388713) is an Investment Advisor Representative working at Esi Financial Advisors in Addison, TX and has over 16 years of experience in the finance industry.
Henry Boettger (CRD# 5113399) is an Investment Advisor Representative working at Esi Financial Advisors in Lagrangeville, NY and has over 17 years of experience in the finance industry.