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
Barry Brown (CRD# 2275324) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 25 years of experience in the finance industry.
Donald Brown (CRD# 1499353) is an Investment Advisor Representative working at Esi Financial Advisors in Red Bank, NJ and has over 37 years of experience in the finance industry.
Hillory Burkett (CRD# 1702890) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 36 years of experience in the finance industry.
Michael Byrne (CRD# 6047772) is an Investment Advisor Representative working at Esi Financial Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
Stephen Carmody (CRD# 4394768) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 22 years of experience in the finance industry.
Derek Carter (CRD# 4062130) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 24 years of experience in the finance industry.
Carl Castanho (CRD# 3256615) is an Investment Advisor Representative working at Esi Financial Advisors in Glastonbury, CT and has over 22 years of experience in the finance industry.
Michael Castillo (CRD# 4449920) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 18 years of experience in the finance industry.
Michael Chiarella (CRD# 5934656) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 12 years of experience in the finance industry.
George Chiu (CRD# 2469800) is an Investment Advisor Representative working at Esi Financial Advisors in Alhambra, CA and has over 29 years of experience in the finance industry.