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
Stephen Mathiason (CRD# 1942628) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 34 years of experience in the finance industry.
James McAteer (CRD# 3026032) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 26 years of experience in the finance industry.
Eric McDowell (CRD# 2131441) is an Investment Advisor Representative working at Esi Financial Advisors in Lewisburg, PA and has over 33 years of experience in the finance industry.
Scott McKeever (CRD# 4505114) is an Investment Advisor Representative working at Esi Financial Advisors in Lake In The Hills, IL and has over 22 years of experience in the finance industry.
Gary McMahon (CRD# 5648964) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 13 years of experience in the finance industry.
Gerald Mirra (CRD# 834197) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 36 years of experience in the finance industry.
Shyam Mohammed (CRD# 2304360) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 2 years of experience in the finance industry.
Salvatore Mondello (CRD# 1244725) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 23 years of experience in the finance industry.
Whitley Mott (CRD# 1050211) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 41 years of experience in the finance industry.
James Muro (CRD# 2235192) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 31 years of experience in the finance industry.