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
Eric Eberth (CRD# 5842913) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 13 years of experience in the finance industry.
Daniel Engelhardt (CRD# 2864948) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 25 years of experience in the finance industry.
John Falco (CRD# 4240661) is an Investment Advisor Representative working at Esi Financial Advisors in Melville, NY and has over 23 years of experience in the finance industry.
Staci Fall (CRD# 4012937) is an Investment Advisor Representative working at Esi Financial Advisors in Salem, NH and has over 24 years of experience in the finance industry.
Jack Falzone (CRD# 7182129) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 4 years of experience in the finance industry.
Shane Fargo (CRD# 7732095) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
James Feldesman (CRD# 1122292) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 33 years of experience in the finance industry.
Cole Fleming (CRD# 5912786) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 12 years of experience in the finance industry.
Charles Fowler (CRD# 7476926) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 2 years of experience in the finance industry.
Tim France (CRD# 6795549) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 7 years of experience in the finance industry.