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
Michelle Haass (CRD# 3208380) is an Investment Advisor Representative working at Esi Financial Advisors in Hopewell Junction, NY and has over 24 years of experience in the finance industry.
Matthew Hagopian (CRD# 7350947) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 3 years of experience in the finance industry.
Paul Haldeman (CRD# 5741093) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 14 years of experience in the finance industry.
Christopher Hall (CRD# 7914542) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.
Francis Hamill (CRD# 709354) is an Investment Advisor Representative working at Esi Financial Advisors in Binghamton, NY and has 1 year of experience in the finance industry.
Linda Han (CRD# 6995648) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 3 years of experience in the finance industry.
Megan Hand (CRD# 7233366) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 3 years of experience in the finance industry.
James Harter (CRD# 1873208) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 15 years of experience in the finance industry.
Elizabeth Heeter (CRD# 7243460) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
Eric Heishman (CRD# 5294722) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 17 years of experience in the finance industry.