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 Cox (CRD# 7611575) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has 1 year of experience in the finance industry.
David Critelli (CRD# 2390899) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.
David Curtin (CRD# 7919126) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
William D'angelo (CRD# 4544695) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 14 years of experience in the finance industry.
Wayne Debello (CRD# 1302335) is an Investment Advisor Representative working at Esi Financial Advisors in Carmel, NY and has over 39 years of experience in the finance industry.
Francis Detota (CRD# 5596745) is an Investment Advisor Representative working at Esi Financial Advisors in Roseland, NJ and has over 15 years of experience in the finance industry.
Thomas Digiacomo (CRD# 2100872) is an Investment Advisor Representative working at Esi Financial Advisors in Amherst, NY and has over 33 years of experience in the finance industry.
Dianne Dittmar (CRD# 2092558) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 33 years of experience in the finance industry.
Thomas Dolin (CRD# 6153939) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 6 years of experience in the finance industry.
Ebony Dozier (CRD# 6422948) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 8 years of experience in the finance industry.