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 2 of 12

• Eduardo Briones MochCRD 7321819 · Boca Raton, FL
  Broker
• Miroslava BritmanCRD 8065902 · Media, PA
  IA Registered
• Donald Thomas BrownCRD 1499353 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ulric Don BruceCRD 2197254 · Hauppauge, NY
  IA RegisteredBroker
• Brian Anthony BuglinoCRD 1664641 · Holbrook, NY
  IA RegisteredBroker
• William BulluckCRD 7063642 · Charlotte, NC
  IA RegisteredBroker
• Angela Marie BundyCRD 5354503 · Forsyth, IL
  IA RegisteredBroker
• Angelo Louis BuonomoCRD 5795230 · North Bellmore, NY
  IA RegisteredBroker
• Carolyn BurginCRD 6872536 · Fayetteville, GA
  IA RegisteredBroker
• Benjamin Judson BurmanCRD 7350981 · Media, PA
  Broker
• Brian W ByrneCRD 4618349 · Hauppauge, NY
  IA RegisteredBroker
• Michael Wayne ByrneCRD 6047772 · Irvine, CA
  IA RegisteredBroker
• Mauricio Alberto CanoCRD 6299499 · Hackensack, NJ
  Broker
• Stephen Robert CarmodyCRD 4394768 · Sandy Springs, GA
  IA RegisteredBroker
• Paul CarpenterCRD 7443646 · Santa Rosa, CA
  IA RegisteredBroker
• Tonya Marie CarrienCRD 5137717 · Montpelier, VT
  Broker
• Derek Bradley CarterCRD 4062130 · Roanoke, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Glenn CastilloCRD 4449920 · Vergennes, VT
  IA RegisteredBroker
• Vincent Edward CatanzaroCRD 2566951 · New York, NY
  Broker
• Pamela Terese CathlinaCRD 2903724 · Montpelier, VT
  Broker
• Phillip CebelenskiCRD 3163369 · Melville, NY
  Broker
• Rachel CecereCRD 7370804 · Red Bank, NJ
  IA RegisteredBroker
• Wan-I ChenCRD 5983638 · Montpelier, VT
  Broker
• William Henry CheshireCRD 4622670 · Melville, NY
  IA RegisteredBroker
• Lawrence Arthur ChinCRD 2324668 · Santa Rosa, CA
  Broker
• George ChiuCRD 2469800 · Alhambra, CA
  IA RegisteredBroker
• Len Robert ClappCRD 2488072 · Northville, MI
  IA RegisteredBroker
• Jerome W ClarkCRD 7335926 · Lynchburg, VA
  Broker
• Lyndon Jeffry ClarkCRD 1239280 · Charlotte, NC
  IA RegisteredBroker
• Michael Joseph ClarkCRD 7367044 · Jericho, NY
  IA RegisteredBroker
• Bryan James CliftonCRD 4880344 · Cincinnati, OH
  IA RegisteredBroker
• Sanford Jay CohenCRD 1509386 · Hauppauge, NY
  BrokerRegistration inactive
  Disclosure event(s) on record
• Vincent Anthony ColatrianoCRD 6694287 · Melville, NY
  IA RegisteredBroker
• Eugene Joseph ColliganCRD 6012287 · Fairfax, VA
  IA RegisteredBroker
• Maria ConlonCRD 5263843 · Stratford, CT
  IA RegisteredBroker
• Trevor ConnorsCRD 7738124 · Clifton Park, NY
  IA RegisteredBroker
• Samuel John ConsolazioCRD 3054547 · Marlton, NJ
  Broker
• Kena Salil ContractorCRD 5474519 · Chicago, IL
  IA RegisteredBroker
• Cory F CookCRD 7500177 · Winchester, VA
  IA Registered
• Courtney Allison CoombsCRD 5088793 · Richmond, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Aidan Joseph CostelloCRD 7806184 · Boston, MA
  IA RegisteredBroker
• Charles Vincent CreightonCRD 1248368 · Media, PA
  IA RegisteredBroker
• Michael CreightonCRD 5680795 · Media, PA
  IA RegisteredBroker
• David Anthony CritelliCRD 2390899 · Hauppauge, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• John Joseph CunninghamCRD 1046890 · White Plains, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• David Allen CurtinCRD 7919126 · Kalispell, MT
  IA Registered
• Christopher Michael ColbyCRD 4674745 · Montpelier, VT
  IA RegisteredBroker
• William Peter D'angeloCRD 4544695 · Red Bank, NJ
  IA RegisteredBroker
• Morris DaddonaCRD 1157061 · Hauppauge, NY
  Broker
• Dawn Michelle DamelioCRD 4189840 · Clifton Park, NY
  IA RegisteredBroker
  Disclosure event(s) on record

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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.