Esi Financial Advisors

Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $1,080,291,761 in 6,895 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,080
    MILLION
  • Total Number of Accounts
    6,895
    ACCOUNTS
  • Average Account Value
    $156,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Esi Financial Advisors
Showing 1 - 10 of 325 top financial advisors.
1
Donald R. Boisvert
CRD#: 1365798
835 Hanover Street, Suite 303, Manchester, NH 03104
98
Wealthminder
score

Donald Boisvert (CRD# 1365798) is an Investment Advisor Representative working at Esi Financial Advisors in Manchester, NH and has over 32 years of experience in the finance industry.

2
Vincent J. Aimetti
CRD#: 2882255
15 Fisher Lane, White Plains, NY 10603
96
Wealthminder
score

Vincent Aimetti (CRD# 2882255) is an Investment Advisor Representative working at Esi Financial Advisors in White Plains, NY and has over 21 years of experience in the finance industry.

3
Mary L. Atwood
CRD#: 4901086
5925 Carnegie Blvd, Suite 300, Charlotte, NC 28209
96
Wealthminder
score

Mary Atwood (CRD# 4901086) is an Investment Advisor Representative working at Esi Financial Advisors in Charlotte, NC and has over 13 years of experience in the finance industry.

4
Jeffrey N. Berman
CRD#: 3081582
9515 Deereco Road, Suite 700, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Jeffrey Berman (CRD# 3081582) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 19 years of experience in the finance industry. Jeffrey Berman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William F. Bianculli
CRD#: 6032718
675 Third Avenue, Suite 900, New York, NY 10017
96
Wealthminder
score

William Bianculli (CRD# 6032718) is an Investment Advisor Representative working at Esi Financial Advisors in New York, NY and has over 6 years of experience in the finance industry. William Bianculli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian P. Branda
CRD#: 720439
One National Life Drive, Montpelier, VT 05604
96
Wealthminder
score

Brian Branda (CRD# 720439) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 37 years of experience in the finance industry. Brian Branda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael J. Branda
CRD#: 2388004
One National Life Drive, Montpelier, VT 05604
96
Wealthminder
score

Michael Branda (CRD# 2388004) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry. Michael Branda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Hillory P. Burkett
CRD#: 1702890
1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338
96
Wealthminder
score

Hillory Burkett (CRD# 1702890) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 30 years of experience in the finance industry. Hillory Burkett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Madeleine G. Burroughs
CRD#: 2609575
Pompano Beach, FL
96
Wealthminder
score

Madeleine Burroughs (CRD# 2609575) is an Investment Advisor Representative working at Esi Financial Advisors in Pompano Beach, FL and has over 22 years of experience in the finance industry.

10
Richard N. Cederberg
CRD#: 1568999
One National Life Drive, Montpelier, VT 05604
96
Wealthminder
score

Richard Cederberg (CRD# 1568999) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.

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