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
Syed Rizvi (CRD# 4592537) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 11 years of experience in the finance industry.
Michael Robinson (CRD# 2096303) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 20 years of experience in the finance industry.
Christopher Roth (CRD# 1753959) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 36 years of experience in the finance industry.
Frank Savelli (CRD# 1402233) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 26 years of experience in the finance industry.
Colleen Schueneman (CRD# 2361751) is an Investment Advisor Representative working at Esi Financial Advisors in Troy, MI and has over 28 years of experience in the finance industry.
James Schwartz (CRD# 5613962) is an Investment Advisor Representative working at Esi Financial Advisors in Slingerlands, NY and has over 15 years of experience in the finance industry.
Joseph Scotti (CRD# 6523850) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 3 years of experience in the finance industry.
Michael Seeley (CRD# 4163236) is an Investment Advisor Representative working at Esi Financial Advisors in Glens Falls, NY and has over 23 years of experience in the finance industry.
Justin Setter (CRD# 4783079) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 18 years of experience in the finance industry.
Dawn Shannon (CRD# 4189840) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 24 years of experience in the finance industry.