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
Michael Cox (CRD# 7611575) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has 1 year of experience in the finance industry.
David Critelli (CRD# 2390899) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.
David Curtin (CRD# 7919126) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
William D'angelo (CRD# 4544695) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 14 years of experience in the finance industry.
Wayne Debello (CRD# 1302335) is an Investment Advisor Representative working at Esi Financial Advisors in Carmel, NY and has over 39 years of experience in the finance industry.
Francis Detota (CRD# 5596745) is an Investment Advisor Representative working at Esi Financial Advisors in Roseland, NJ and has over 15 years of experience in the finance industry.
Thomas Digiacomo (CRD# 2100872) is an Investment Advisor Representative working at Esi Financial Advisors in Amherst, NY and has over 33 years of experience in the finance industry.
Dianne Dittmar (CRD# 2092558) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 33 years of experience in the finance industry.
Thomas Dolin (CRD# 6153939) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 6 years of experience in the finance industry.
Ebony Dozier (CRD# 6422948) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 8 years of experience in the finance industry.