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
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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
Alexander Wolodkiewicz (CRD# 6540808) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 7 years of experience in the finance industry.
Daniel Wolodkiewicz (CRD# 3200425) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 25 years of experience in the finance industry.
Yossi Yakar (CRD# 2484044) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 29 years of experience in the finance industry.
Samuel Yarian (CRD# 7054228) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 5 years of experience in the finance industry.
Carey Yukich (CRD# 4425087) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 22 years of experience in the finance industry.
Alexander Zourides (CRD# 3183288) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 24 years of experience in the finance industry.
Mark Zylstra (CRD# 477513) is an Investment Advisor Representative working at Esi Financial Advisors in Grand Rapids, MI and has over 36 years of experience in the finance industry.
Vincent Acierno (CRD# 5437837) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 16 years of experience in the finance industry.
Maram Alaiwat (CRD# 6116032) is an Investment Advisor Representative working at Esi Financial Advisors in Riverview, MI and has over 10 years of experience in the finance industry.
Marc Alessandro (CRD# 4950006) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 19 years of experience in the finance industry.