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
David Chiusano (CRD# 2144405) is an Investment Advisor Representative working at Esi Financial Advisors in Glen Rock, NJ and has over 32 years of experience in the finance industry.
Dominick Citera (CRD# 2214537) is an Investment Advisor Representative working at Esi Financial Advisors in Melville, NY and has over 32 years of experience in the finance industry.
Len Clapp (CRD# 2488072) is an Investment Advisor Representative working at Esi Financial Advisors in Northville, MI and has over 29 years of experience in the finance industry.
Lyndon Clark (CRD# 1239280) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 27 years of experience in the finance industry.
Michael Colkitt (CRD# 2258984) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 31 years of experience in the finance industry.
Kena Contractor (CRD# 5474519) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 13 years of experience in the finance industry.
Rodrique Cousino (CRD# 1019947) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 7 years of experience in the finance industry.
Charles Creighton (CRD# 1248368) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 39 years of experience in the finance industry.
John Cunningham (CRD# 1046890) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 11 years of experience in the finance industry.
Jared Quentin Davis (CRD# 6496873) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 8 years of experience in the finance industry.