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
Charles Peterson (CRD# 7516385) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has 1 year of experience in the finance industry.
Joseph Pezzo (CRD# 6955817) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 4 years of experience in the finance industry.
Mark Pollock (CRD# 7024866) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has 1 year of experience in the finance industry.
John Pontieri (CRD# 7697592) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.
Sheena Potts (CRD# 7303774) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has 1 year of experience in the finance industry.
Thomas Pruzin (CRD# 5007601) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 2 years of experience in the finance industry.
Charles Reutemann (CRD# 6205424) is an Investment Advisor Representative working at Esi Financial Advisors in Clifton Park, NY and has over 9 years of experience in the finance industry.
Brian Reynolds (CRD# 4898084) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 11 years of experience in the finance industry.
William Reynolds (CRD# 1532396) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 32 years of experience in the finance industry.
Robert Ricciardelli (CRD# 3243452) is an Investment Advisor Representative working at Esi Financial Advisors in Queensbury, NY and has over 24 years of experience in the finance industry.