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
Christopher Saras (CRD# 2884291) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 26 years of experience in the finance industry.
Chirag Savalia (CRD# 5589655) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 8 years of experience in the finance industry.
John Scarcella (CRD# 2123235) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 18 years of experience in the finance industry.
Kyle Schmidt (CRD# 6336124) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 6 years of experience in the finance industry.
Robert Schwartz (CRD# 4496448) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has over 22 years of experience in the finance industry.
Michael Senno (CRD# 5308543) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 16 years of experience in the finance industry.
Gary Shek (CRD# 2496791) is an Investment Advisor Representative working at Esi Financial Advisors in Alhambra, CA and has over 29 years of experience in the finance industry.
Howard Siegal (CRD# 3168425) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 25 years of experience in the finance industry.
Stephen Simmons (CRD# 4655879) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 21 years of experience in the finance industry.
Steven Simon (CRD# 728964) is an Investment Advisor Representative working at Esi Financial Advisors in Beverly Hills, CA and has over 33 years of experience in the finance industry.