Meredith Augustoni, financial advisor Colchester VT

Meredith Augustoni

CRD Number: 1221155
Current Firm: Esi Financial Advisors

Meredith Augustoni (CRD# 1221155) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Equity Services, Inc. Montpelier, VT Nov 1983 - Current 40
National Life Group Colchester, VT Nov 1975 - Current 48
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
Contact Info for Meredith T. Augustoni
Phone Number: 800-344-7437
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    1,867
    MILLIONS
  • Total Number of Accounts
    11,317
    ACCOUNTS
  • Average Account Value
    $164,964
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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