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
Jillian Jones (CRD# 6295076) is an Investment Advisor Representative working at Esi Financial Advisors in Jamestown, NY and has over 10 years of experience in the finance industry.
Mark Joslyn (CRD# 6879930) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 4 years of experience in the finance industry.
Gregory Kausch (CRD# 1944016) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 34 years of experience in the finance industry.
Bryan Keenan (CRD# 7029930) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 4 years of experience in the finance industry.
John Keenan (CRD# 2222699) is an Investment Advisor Representative working at Esi Financial Advisors in Sarasota, FL and has over 14 years of experience in the finance industry.
Samuel Keenan (CRD# 7309532) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 3 years of experience in the finance industry.
James Kerr (CRD# 2023304) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 28 years of experience in the finance industry.
Christian Lapeter (CRD# 7301027) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has 1 year of experience in the finance industry.
Janet Lauricella (CRD# 2245241) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.
Anthony Levine (CRD# 7865057) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has 1 year of experience in the finance industry.