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
Edwin Murphy (CRD# 2658678) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 28 years of experience in the finance industry.
Ian Murphy (CRD# 7852491) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has 1 year of experience in the finance industry.
Nicolette Murray (CRD# 7443102) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 2 years of experience in the finance industry.
Anthony Nappi (CRD# 2154451) is an Investment Advisor Representative working at Esi Financial Advisors in Melville, NY and has over 27 years of experience in the finance industry.
Todd Neil (CRD# 1705738) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 4 years of experience in the finance industry.
Michael Nicholas (CRD# 7841900) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has 1 year of experience in the finance industry.
Abram Nunes (CRD# 6083085) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
Tadao Okamoto (CRD# 6074415) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has 1 year of experience in the finance industry.
Corey Palazzolo (CRD# 7696904) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.
Michael Pelella (CRD# 5552436) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 15 years of experience in the finance industry.