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
William Freyer (CRD# 1684267) is an Investment Advisor Representative working at Esi Financial Advisors in Schenectady, NY and has over 36 years of experience in the finance industry.
Aaron Gaines (CRD# 7424374) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 2 years of experience in the finance industry.
Juan Celso Gepigon (CRD# 7384502) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 2 years of experience in the finance industry.
Thomas Gilboy (CRD# 5171104) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 13 years of experience in the finance industry.
Liam Gilroy (CRD# 4407344) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 18 years of experience in the finance industry.
Charles Girling (CRD# 1729368) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.
Kevin Givens (CRD# 5667215) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 14 years of experience in the finance industry.
Adrian Gomez (CRD# 7697211) is an Investment Advisor Representative working at Esi Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Eric Gottesman (CRD# 6209232) is an Investment Advisor Representative working at Esi Financial Advisors in Lido Beach, NY and has over 10 years of experience in the finance industry.
Virginia Griffith (CRD# 4929681) is an Investment Advisor Representative working at Esi Financial Advisors in Jasper, GA and has over 5 years of experience in the finance industry.