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
Margaret Antoniello (CRD# 4710440) 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.
Spyro Athanasoulias (CRD# 4810713) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 19 years of experience in the finance industry.
Ryan Ausloos (CRD# 7842534) is an Investment Advisor Representative working at Esi Financial Advisors in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
David Balkcom (CRD# 3131604) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has 1 year of experience in the finance industry.
Jesse Barker (CRD# 7574980) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has 1 year of experience in the finance industry.
James Barnes (CRD# 5904416) is an Investment Advisor Representative working at Esi Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Ryan Behnken (CRD# 5437380) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 16 years of experience in the finance industry.
Matthew Bell (CRD# 4435395) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 22 years of experience in the finance industry.
Bryan Blake (CRD# 5388713) is an Investment Advisor Representative working at Esi Financial Advisors in Addison, TX and has over 16 years of experience in the finance industry.
Henry Boettger (CRD# 5113399) is an Investment Advisor Representative working at Esi Financial Advisors in Lagrangeville, NY and has over 17 years of experience in the finance industry.