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
Jeffrey Friedrich (CRD# 4512025) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 20 years of experience in the finance industry.
Richard Frontera (CRD# 837060) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 40 years of experience in the finance industry.
Alana Furlow (CRD# 6211722) is an Investment Advisor Representative working at Esi Financial Advisors in Crown Point, IN and has over 8 years of experience in the finance industry.
Anthony Gambone (CRD# 6060574) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 11 years of experience in the finance industry.
Andrew Gentiluomo (CRD# 4975462) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 18 years of experience in the finance industry.
Stephen Gephart (CRD# 5715157) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 13 years of experience in the finance industry.
Thomas Gessick (CRD# 4885497) is an Investment Advisor Representative working at Esi Financial Advisors in Albany, NY and has over 19 years of experience in the finance industry.
John Gibson (CRD# 1321584) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 38 years of experience in the finance industry.
J Gilbert (CRD# 2313345) is an Investment Advisor Representative working at Esi Financial Advisors in Easton, PA and has over 31 years of experience in the finance industry.
Eric Goldstein (CRD# 4775321) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 19 years of experience in the finance industry.