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
Matthew Dunne (CRD# 4337633) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 5 years of experience in the finance industry.
Rebecca Dunne (CRD# 3236752) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 21 years of experience in the finance industry.
Timothy Dunneback (CRD# 4830504) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 19 years of experience in the finance industry.
Christine Embling (CRD# 2257548) is an Investment Advisor Representative working at Esi Financial Advisors in Rochester, NY and has over 31 years of experience in the finance industry.
Mervin Fatter (CRD# 6001507) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 10 years of experience in the finance industry.
Alan Fishman (CRD# 2302681) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 31 years of experience in the finance industry.
Daniel Flamma (CRD# 4403992) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 21 years of experience in the finance industry.
Michael Fletcher (CRD# 4764058) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 15 years of experience in the finance industry.
John Flynn (CRD# 5029070) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 10 years of experience in the finance industry.
Steven Foerschl (CRD# 1081080) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 28 years of experience in the finance industry.