Esi Financial Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

265

SEC number

801-41722

Firm type

RIA

Assets under management

$2.8B as of Mar 30, 2026

Website

www.equity-services.com ↗

Phone

800-344-7437

Address

One National Life Drive, Montpelier, VT, 05604

Advisors at this firm

577 in our index · page 11 of 12

• William Alexander SolanCRD 7496809 · Harrisonburg, VA
  IA RegisteredBroker
• Jack M SomerCRD 1070180 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Alfred Manuel SosaCRD 2348549 · Cary, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Alan SoudCRD 1966477 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Stephen SpeerCRD 7818124 · Crown Point, IN
  IA RegisteredBroker
• Curt Michael SpinneyCRD 5862672 · Marietta, GA
  IA RegisteredBroker
• Christopher StarkCRD 7348911 · Addison, TX
  IA RegisteredBroker
• Kristen M StearnsCRD 6388584 · Montpelier, VT
  Broker
• Ross P SteelmanCRD 6994293 · Westport Island, ME
  Broker
• August Robert StevensCRD 7468197 · Montpelier, VT
  Broker
• Vivia Cristal StromeCRD 5897934 · Occidental, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew StubblefieldCRD 7844308 · Irvine, CA
  IA RegisteredBroker
• Kathryne Ann StuempertCRD 3005680 · Mahtomedi, MN
  IA RegisteredBroker
• Michael Sha SyCRD 1855204 · Beverly Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Karina Avery TarteCRD 8081680 · Vergennes, VT
  IA RegisteredBroker
• Joseph M TaverniteCRD 2609063 · Hauppauge, NY
  Broker
• Nicholas George TaylorCRD 1372888 · Glens Falls, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas TaylorCRD 5504171 · Glens Falls, NY
  IA RegisteredBroker
• Barry Amos TeagueCRD 443619 · Charlotte, NC
  IA RegisteredBroker
• Michael John TeddyCRD 1192717 · Fairport, NY
  IA RegisteredBroker
• Marsha Louise TellesboCRD 709368 · Bellevue, WA
  IA RegisteredBroker
• Victoria K TerrazzinoCRD 7419868 · Amherst, NY
  IA RegisteredBroker
• Mark William ThomasCRD 1506720 · Niskayuna, NY
  IA RegisteredBroker
• Emanuel ThomasonCRD 5290682 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Lindsay Anne ThompsonCRD 5104539 · Montpelier, VT
  Broker
• Robert Eugene ThompsonCRD 446029 · Lincoln, NE
  IA RegisteredBroker
• Sandra Kay TinmanCRD 4168758 · Montpelier, VT
  Broker
• Guy TirondolaCRD 4669942 · Red Bank, NJ
  Broker
• Daniel Brian ToddCRD 5672133 · Nichols, SC
  Broker
• Martin Ira TrehubCRD 1615809 · Waterford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Crystal D TrepanierCRD 5778427 · Montpelier, VT
  Broker
• Peter Hieu TruongCRD 6688827 · Sandy Springs, GA
  IA RegisteredBroker
• Stefan TunaruCRD 5570657 · Greenwich, CT
  Broker
• Benjamin Aloysius TurnerCRD 7854817 · Bristow, VA
  IA Registered
• Tyler J TutinoCRD 6768279 · Montpelier, VT
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Charles TuzzoloCRD 7275381 · Richmond, VA
  IA RegisteredBroker
• Jared VachonCRD 6852233 · Addison, TX
  IA RegisteredBroker
• Luciano VarelaCRD 5986772 · Montpelier, VT
  Broker
• Christopher J VargasCRD 4878537 · Hauppauge, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• David A VessellaCRD 2150969 · Warwick, RI
  Broker
• Marcelino Servidad VillaflorCRD 3020738 · Virginia Beach, VA
  IA Registered
  Disclosure event(s) on record
• Jennifer VinovichCRD 6642413 · Crown Point, IN
  IA RegisteredBroker
• Nicholas David VirglCRD 8094504 · Chicago, IL
  IA RegisteredBroker
• John Franklin VittCRD 735171 · Wilmetti, IL
  IA RegisteredBroker
• Kyle Matthew VoilandCRD 6972166 · Glastonbury, CT
  IA RegisteredBroker
• Mark VoskCRD 2953563 · Sandy Springs, GA
  IA RegisteredBroker
• Andrew John WalkingtonCRD 6111977 · South Jordan, UT
  IA RegisteredBroker
• Brendon WalshCRD 5829272 · Boca Raton, FL
  IA RegisteredBroker
• Joseph Christian WardellCRD 8217023 · Latham, NY
  IA RegisteredBroker
• Korbin WaytonCRD 7350263 · Winston-Salem, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.