William Esslinger, financial advisor Manchester NH

William Esslinger

CRD Number: 5307825
Current Firm: Arcadia Wealth Management, LLC

William Esslinger (CRD# 5307825) is an Investment Advisor Representative working at Arcadia Wealth Management, LLC in Manchester, NH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Arcadia Financial Group Salem, NH Mar 2018 - Current 6
Arcadia Wealth Management, LLC Salem, NH Mar 2018 - Current 6
Legacy Financial Solutions Manchester, NH May 2016 - Mar 2018 1
Fidelity Investments Merrimack, NH Apr 2007 - May 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for William J. Esslinger
Phone Number: 603-681-9190
Firm Website: https://www.arcadia.tax
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    337
    MILLIONS
  • Total Number of Accounts
    2,283
    ACCOUNTS
  • Average Account Value
    $147,510
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, MA, NH, RI, SC, TX

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