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
Marc Horowitz (CRD# 6337285) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 8 years of experience in the finance industry.
Ryan Housteau (CRD# 7803327) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has 1 year of experience in the finance industry.
Gary Howell (CRD# 1573841) is an Investment Advisor Representative working at Esi Financial Advisors in Johnson, NY and has over 34 years of experience in the finance industry.
Rod Hurowitz (CRD# 2449343) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 30 years of experience in the finance industry.
Jessica Istchenko (CRD# 4812245) is an Investment Advisor Representative working at Esi Financial Advisors in Ronkonkoma, NY and has over 19 years of experience in the finance industry.
Christopher Jablonsky (CRD# 7273060) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 2 years of experience in the finance industry.
Curtis James (CRD# 5745225) is an Investment Advisor Representative working at Esi Financial Advisors in Jacksonville, FL and has over 12 years of experience in the finance industry.
Paul Janitelli (CRD# 7299223) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has 1 year of experience in the finance industry.
David Jensen (CRD# 6908978) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 6 years of experience in the finance industry.
Brooks Jewett (CRD# 6747939) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 7 years of experience in the finance industry.