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 3 of 12

• Ada Nhuan-Ha DangCRD 4251683 · Diamond Bar, CA
  Broker
• David V DauriaCRD 2108663 · Hauppauge, NY
  Broker
• Alex Marcus DavidCRD 2421489 · Montpelier, VT
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin Christopher DavisCRD 3103494 · Richmond, TX
  Broker
• Jared Quentin Cole DavisCRD 6496873 · Cincinnati, OH
  IA RegisteredBroker
• Patrick De TollaCRD 7958591 · Hauppauge, NY
  IA RegisteredBroker
• Paul Stephen DeanCRD 1698712 · Duluth, GA
  IA RegisteredBroker
• Wayne John DebelloCRD 1302335 · Carmel, NY
  IA RegisteredBroker
• Christian Angelo DecesarisCRD 8049225 · Fairfax, VA
  IA Registered
• Daniel Anthony DecoursyCRD 2599385 · Melville, NY
  Broker
• Edward Bruno DegeneffeCRD 5644451 · Peshtigo, WI
  IA RegisteredBroker
• Tyler E DegeneffeCRD 5086110 · Peshtigo, WI
  IA RegisteredBroker
• Christopher James DemarcoCRD 4817678 · Roseland, NJ
  Broker
• Frank Donato DereditaCRD 1774401 · Roseland, NJ
  Broker
• Elizabeth DespartCRD 7898861 · Castleton, NY
  IA RegisteredBroker
• Francis J. DetotaCRD 5596745 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Dean Soterios DiamondCRD 4431669 · Charlotte, NC
  IA RegisteredBroker
• Donna Marie DibiasioCRD 1103317 · Warwick, RI
  Broker
• Robert DiforioCRD 7241341 · Red Bank, NJ
  Broker
• Thomas Joseph DigiacomoCRD 2100872 · Amherst, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Shana DimarcoCRD 7374770 · New York, NY
  IA RegisteredBroker
• Dennis George DineCRD 5605628 · Oakbrook Terrace, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Sarah Elizabeth DingleCRD 4537842 · Montpelier, VT
  Broker
• Dianne Eleanor DittmarCRD 2092558 · Hauppauge, NY
  IA RegisteredBroker
• Anthony DitullioCRD 3251909 · Montpelier, VT
  Broker
• Misty Michele DodsonCRD 4352914 · Montpelier, VT
  Broker
• Brian Scott DohertyCRD 2955053 · Chelmsford, MA
  Broker
• Thomas L DolinCRD 6153939 · Clifton Park, NY
  IA RegisteredBroker
• Richard DonadoCRD 3184559 · New York, NY
  IA RegisteredBroker
• Michael Chris DonnellyCRD 1374732 · Vergennes, VT
  IA RegisteredBroker
  Disclosure event(s) on record
• Deborah Sue DormanCRD 1318505 · Hartwell, GA
  IA RegisteredBroker
• Kathleen DoucetCRD 2478992 · Columbus, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Scott DrobnesCRD 4255354 · Elkins Park, PA
  IA RegisteredBroker
• Kyle A DufferCRD 7768157 · Richmond, VA
  IA RegisteredBroker
• Michael Eric DuganCRD 7932566 · Indian Trail, NC
  IA RegisteredBroker
• Michele Kristin DungworthCRD 5859158 · Montpelier, VT
  Broker
• Rebecca Nassar DunneCRD 3236752 · Montpelier, VT
  IA RegisteredBroker
• Timothy James DunnebackCRD 4830504 · Oakbrook Terrace, IL
  IA RegisteredBroker
• Anthony James DegerolamoCRD 2099203 · Marlton, NJ
  IA RegisteredBroker
• Steven Howell EisnerCRD 4317409 · Hauppauge, NY
  IA RegisteredBroker
• Daniel Edward ElliottCRD 4570145 · North Chesterfield, VA
  IA RegisteredBroker
• Michael Charles EllisCRD 6071498 · Germantown, MD
  Broker
• Thomas M EnnisCRD 1704999 · Red Bank, NJ
  BrokerRegistration inactive
• Daniel Raymond EvansCRD 7517531 · Winchester, VA
  IA Registered
• Matthew James EllisCRD 7234343 · Grafton, WI
  IA RegisteredBroker
• John Anthony FalcoCRD 4240661 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Staci E FallCRD 4012937 · Salem, NH
  IA RegisteredBroker
• Anthony Todd FarrarCRD 2068671 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Neil FarrellCRD 2376686 · Red Bank, NJ
  Broker
• James Scott FeldesmanCRD 1122292 · New York, NY
  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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.