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).

By the Numbers
  • Total Assets Under Management
    2,125
    MILLION
  • Total Number of Accounts
    11,558
    ACCOUNTS
  • Average Account Value
    $183,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Esi Financial Advisors
Showing 151 - 160 of 392 top financial advisors.
151
Victor Muro
CRD#: 1707699
Hallendale Beach, FL

Victor Muro (CRD# 1707699) is an Investment Advisor Representative working at Esi Financial Advisors in Hallendale Beach, FL and has over 34 years of experience in the finance industry.

152
David M. Mysliwiec
CRD#: 2507273
354 Mountain View Dr., Suite 200, Colchester, VT 05446

David Mysliwiec (CRD# 2507273) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 29 years of experience in the finance industry.

153
Clayton A. Nash
CRD#: 6519980
4401 Starkey Road, Po Drawer 21209, Roanoke, VA 24018

Clayton Nash (CRD# 6519980) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 8 years of experience in the finance industry.

154
G. D. Nolan
CRD#: 1248361
1 N. Franklin St, Ste 3450, Chicago, IL 60606

G. Nolan (CRD# 1248361) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 32 years of experience in the finance industry.

155
Wakanwa M. Nzambi
CRD#: 4474517
1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338

Wakanwa Nzambi (CRD# 4474517) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 22 years of experience in the finance industry.

156
Martin D. Olson
CRD#: 3213498
310 East 4500 South, Suite 230, Salt Lake City, UT 84107

Martin Olson (CRD# 3213498) is an Investment Advisor Representative working at Esi Financial Advisors in Salt Lake City, UT and has over 25 years of experience in the finance industry.

157
James M. Ortenzio
CRD#: 1499407
200 Schulz Drive, Suite 125, Red Bank, NJ 07701

James Ortenzio (CRD# 1499407) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 27 years of experience in the finance industry.

158
Oliver G. Orzal
CRD#: 3217093
Oakland, CA

Oliver Orzal (CRD# 3217093) is an Investment Advisor Representative working at Esi Financial Advisors in Oakland, CA and has over 25 years of experience in the finance industry.

159
Daniel P. Owens
CRD#: 5581725
1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338

Daniel Owens (CRD# 5581725) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 9 years of experience in the finance industry.

160
Justin Paine
CRD#: 4544671
200 Schulz Drive, Suite 125, Red Bank, NJ 07701

Justin Paine (CRD# 4544671) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 21 years of experience in the finance industry.

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