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
Marc Silverstein (CRD# 1486668) is an Investment Advisor Representative working at Esi Financial Advisors in Hauppauge, NY and has over 26 years of experience in the finance industry.
Derek Slater (CRD# 5672481) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 12 years of experience in the finance industry.
Jack Somer (CRD# 1070180) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 31 years of experience in the finance industry.
Roger Soo (CRD# 2641965) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 28 years of experience in the finance industry.
Peter Swansen (CRD# 4611808) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 21 years of experience in the finance industry.
Nicholas Taylor (CRD# 5504171) is an Investment Advisor Representative working at Esi Financial Advisors in Glens Falls, NY and has over 16 years of experience in the finance industry.
Nicholas Taylor (CRD# 1372888) is an Investment Advisor Representative working at Esi Financial Advisors in Glens Falls, NY and has over 37 years of experience in the finance industry.
Michael Teddy (CRD# 1192717) is an Investment Advisor Representative working at Esi Financial Advisors in Fairport, NY and has 1 year of experience in the finance industry.
Toben Torres (CRD# 7681886) is an Investment Advisor Representative working at Esi Financial Advisors in Irvine, CA and has 1 year of experience in the finance industry.
John Turner (CRD# 6808144) is an Investment Advisor Representative working at Esi Financial Advisors in Herkimer, NY and has over 7 years of experience in the finance industry.