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
James Brock (CRD# 2192403) is an Investment Advisor Representative working at Esi Financial Advisors in Utica, NY and has over 32 years of experience in the finance industry.
Ulric Bruce (CRD# 2197254) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.
Brian Buglino (CRD# 1664641) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 17 years of experience in the finance industry.
Emmett Bullen (CRD# 7097747) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 4 years of experience in the finance industry.
Angelo Buonomo (CRD# 5795230) is an Investment Advisor Representative working at Esi Financial Advisors in North Bellmore, NY and has over 13 years of experience in the finance industry.
Carolyn Burgin (CRD# 6872536) is an Investment Advisor Representative working at Esi Financial Advisors in Fayetteville, GA and has over 6 years of experience in the finance industry.
Robert Butler (CRD# 6583702) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 7 years of experience in the finance industry.
Brian Byrne (CRD# 4618349) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 20 years of experience in the finance industry.
Chialin Cacanindin (CRD# 2649539) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 28 years of experience in the finance industry.
Randall Calloway (CRD# 7910941) is an Investment Advisor Representative working at Esi Financial Advisors in Lynchburg, VA and has 1 year of experience in the finance industry.