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
Michael Sy (CRD# 1855204) is an Investment Advisor Representative working at Esi Financial Advisors in Beverly Hills, CA and has over 23 years of experience in the finance industry.
Barry Teague (CRD# 443619) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 27 years of experience in the finance industry.
Gregory Teese (CRD# 2135269) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 29 years of experience in the finance industry.
Marsha Tellesbo (CRD# 709368) is an Investment Advisor Representative working at Esi Financial Advisors in Bellevue, WA and has 1 year of experience in the finance industry.
Jo Ann Thibault (CRD# 5387984) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 13 years of experience in the finance industry.
Mark Thomas (CRD# 1506720) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 24 years of experience in the finance industry.
Robert Thompson (CRD# 446029) is an Investment Advisor Representative working at Esi Financial Advisors in Lincoln, NE and has over 24 years of experience in the finance industry.
Martin Trehub (CRD# 1615809) is an Investment Advisor Representative working at Esi Financial Advisors in Waterford, CT and has over 37 years of experience in the finance industry.
David Veenstra (CRD# 4882278) is an Investment Advisor Representative working at Esi Financial Advisors in South Haven, MI and has over 19 years of experience in the finance industry.
Brian Vieselmeyer (CRD# 4964369) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 18 years of experience in the finance industry.