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
Sean McCarthy (CRD# 7805228) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has 1 year of experience in the finance industry.
Michael McCormick (CRD# 7523602) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has 1 year of experience in the finance industry.
Rachel McDermott (CRD# 6896624) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 3 years of experience in the finance industry.
Robert McIntosh (CRD# 2589441) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 29 years of experience in the finance industry.
Derek Meka (CRD# 6283026) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 6 years of experience in the finance industry.
Kristin Meyrick (CRD# 7851274) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has 1 year of experience in the finance industry.
Eric Moist (CRD# 7851166) is an Investment Advisor Representative working at Esi Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.
Christopher Monroe (CRD# 2651903) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 28 years of experience in the finance industry.
Thomas Morin (CRD# 7284860) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 3 years of experience in the finance industry.
Dale Mullin (CRD# 4551848) is an Investment Advisor Representative working at Esi Financial Advisors in Queensbury, NY and has over 21 years of experience in the finance industry.