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