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
Edward Degeneffe (CRD# 5644451) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 13 years of experience in the finance industry.
Tyler Degeneffe (CRD# 5086110) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 17 years of experience in the finance industry.
John Demartino (CRD# 64969) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 30 years of experience in the finance industry.
Douglas Demay (CRD# 5087619) is an Investment Advisor Representative working at Esi Financial Advisors in Jupiter, FL and has over 18 years of experience in the finance industry.
Dennis Dine (CRD# 5605628) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 9 years of experience in the finance industry.
Richard Donado (CRD# 3184559) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 24 years of experience in the finance industry.
Michael Donnelly (CRD# 1374732) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.
Deborah Dorman (CRD# 1318505) is an Investment Advisor Representative working at Esi Financial Advisors in Hartwell, GA and has over 18 years of experience in the finance industry.
Kathleen Doucet (CRD# 2478992) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 28 years of experience in the finance industry.
Kevin Drobnes (CRD# 4255354) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 23 years of experience in the finance industry.