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
Walter Parenti (CRD# 1586287) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 32 years of experience in the finance industry.
Jerome Pasichow (CRD# 2863625) 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.
Debra Patterson (CRD# 2210371) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 31 years of experience in the finance industry.
Kevin Pent (CRD# 4976653) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 17 years of experience in the finance industry.
Douglas Pi (CRD# 728030) is an Investment Advisor Representative working at Esi Financial Advisors in Melville, NY and has over 41 years of experience in the finance industry.
Laura Plourde (CRD# 2178342) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 28 years of experience in the finance industry.
Nicholas Pontilena (CRD# 4241775) is an Investment Advisor Representative working at Esi Financial Advisors in Roseland, NJ and has over 20 years of experience in the finance industry.
John Poss (CRD# 1862060) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 35 years of experience in the finance industry.
Dimitrios Prassos (CRD# 6227959) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 10 years of experience in the finance industry.
Michael Previti (CRD# 4363006) 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.