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
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 Mahoney (CRD# 6234145) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 10 years of experience in the finance industry.
Scott Maitland (CRD# 2694672) is an Investment Advisor Representative working at Esi Financial Advisors in Portland, OR and has over 28 years of experience in the finance industry.
Patrick Maly (CRD# 1849754) is an Investment Advisor Representative working at Esi Financial Advisors in Roseland, NJ and has 1 year of experience in the finance industry.
Hans Manseth (CRD# 4526153) is an Investment Advisor Representative working at Esi Financial Advisors in Portland, OR and has over 22 years of experience in the finance industry.
Carlo Marano (CRD# 827475) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 24 years of experience in the finance industry.
Matthew Marino (CRD# 2412505) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 30 years of experience in the finance industry.
Michael Marino (CRD# 2181716) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 12 years of experience in the finance industry.
Jacob Marley (CRD# 4188685) is an Investment Advisor Representative working at Esi Financial Advisors in Addison, TX and has over 23 years of experience in the finance industry.
Bryan Marvin (CRD# 4340036) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 20 years of experience in the finance industry.
Scott Matassa (CRD# 1225929) is an Investment Advisor Representative working at Esi Financial Advisors in Windham, ME and has over 33 years of experience in the finance industry.