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).
-
Total Assets Under Management2,125MILLION
-
Total Number of Accounts11,558ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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
James Brock (CRD# 2192403) is an Investment Advisor Representative working at Esi Financial Advisors in Utica, NY and has over 32 years of experience in the finance industry.
Ulric Bruce (CRD# 2197254) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.
Brian Buglino (CRD# 1664641) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 17 years of experience in the finance industry.
Emmett Bullen (CRD# 7097747) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 4 years of experience in the finance industry.
Angelo Buonomo (CRD# 5795230) is an Investment Advisor Representative working at Esi Financial Advisors in North Bellmore, NY and has over 13 years of experience in the finance industry.
Carolyn Burgin (CRD# 6872536) is an Investment Advisor Representative working at Esi Financial Advisors in Fayetteville, GA and has over 6 years of experience in the finance industry.
Robert Butler (CRD# 6583702) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 7 years of experience in the finance industry.
Brian Byrne (CRD# 4618349) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 20 years of experience in the finance industry.
Chialin Cacanindin (CRD# 2649539) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 28 years of experience in the finance industry.
Randall Calloway (CRD# 7910941) is an Investment Advisor Representative working at Esi Financial Advisors in Lynchburg, VA and has 1 year of experience in the finance industry.