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
David Lewicki (CRD# 7364098) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 2 years of experience in the finance industry.
Richard Linden (CRD# 4735031) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 19 years of experience in the finance industry.
Gary Liskow (CRD# 1909865) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 35 years of experience in the finance industry.
Joshua Lochner (CRD# 6154212) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 10 years of experience in the finance industry.
Thomas Lynch (CRD# 5618996) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 14 years of experience in the finance industry.
Michael Mann (CRD# 7252505) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.
Christopher Marino (CRD# 6631136) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 7 years of experience in the finance industry.
Sebastian Maruca (CRD# 2872435) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 27 years of experience in the finance industry.
Steven Mattern (CRD# 7238443) is an Investment Advisor Representative working at Esi Financial Advisors in Erie, PA and has over 4 years of experience in the finance industry.
Jessica McCarthy (CRD# 6293517) is an Investment Advisor Representative working at Esi Financial Advisors in Fairport, NY and has over 10 years of experience in the finance industry.