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
David Lewicki (CRD# 7364098) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 2 years of experience in the finance industry.
Richard Linden (CRD# 4735031) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 19 years of experience in the finance industry.
Gary Liskow (CRD# 1909865) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 35 years of experience in the finance industry.
Joshua Lochner (CRD# 6154212) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 10 years of experience in the finance industry.
Thomas Lynch (CRD# 5618996) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 14 years of experience in the finance industry.
Michael Mann (CRD# 7252505) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.
Christopher Marino (CRD# 6631136) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 7 years of experience in the finance industry.
Sebastian Maruca (CRD# 2872435) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 27 years of experience in the finance industry.
Steven Mattern (CRD# 7238443) is an Investment Advisor Representative working at Esi Financial Advisors in Erie, PA and has over 4 years of experience in the finance industry.
Jessica McCarthy (CRD# 6293517) is an Investment Advisor Representative working at Esi Financial Advisors in Fairport, NY and has over 10 years of experience in the finance industry.