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).
-
Total Assets Under Management2,125MILLION
-
Total Number of Accounts11,558ACCOUNTS
-
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
Marc Horowitz (CRD# 6337285) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 8 years of experience in the finance industry.
Ryan Housteau (CRD# 7803327) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has 1 year of experience in the finance industry.
Gary Howell (CRD# 1573841) is an Investment Advisor Representative working at Esi Financial Advisors in Johnson, NY and has over 34 years of experience in the finance industry.
Rod Hurowitz (CRD# 2449343) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 30 years of experience in the finance industry.
Jessica Istchenko (CRD# 4812245) is an Investment Advisor Representative working at Esi Financial Advisors in Ronkonkoma, NY and has over 19 years of experience in the finance industry.
Christopher Jablonsky (CRD# 7273060) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 2 years of experience in the finance industry.
Curtis James (CRD# 5745225) is an Investment Advisor Representative working at Esi Financial Advisors in Jacksonville, FL and has over 12 years of experience in the finance industry.
Paul Janitelli (CRD# 7299223) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has 1 year of experience in the finance industry.
David Jensen (CRD# 6908978) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 6 years of experience in the finance industry.
Brooks Jewett (CRD# 6747939) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 7 years of experience in the finance industry.