Robert Butler (CRD# 6583702) is an Investment Advisor Representative working at Esi Financial Advisors in Latham, NY and has over 7 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Feb 2021 - Current | 3 |
| National Life Group | Latham, NE | Nov 2020 - Current | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2020 - Dec 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Latham, NY | Feb 2020 - Dec 2020 | < 1 |
| Bank Of America | Latham, NY | Jul 2019 - Feb 2020 | < 1 |
| Merrill Lynch | Latham, NY | Mar 2019 - Feb 2020 | < 1 |
| Burnt Hills-ballston Lake School District | Burnt Hills, NY | Mar 2017 - Mar 2019 | 2 |
| New York Life Securities | Latham, NY | Mar 2016 - Mar 2019 | 3 |
| New York Life | Latham, NY | Oct 2015 - Mar 2019 | 3 |
| Omaha Storm Chasers | Papillion, NE | Feb 2015 - Oct 2015 | < 1 |
| Staples | Saratoga, NY | Nov 2014 - Feb 2015 | < 1 |
| Baseballism | Cooperstown, NY | May 2014 - Nov 2014 | < 1 |
| Student | Brockport, NY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NY
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Total Assets Under Management2,125MILLIONS
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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
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