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Esi Financial Advisors

CRD 265  ·  Montpelier, VT  ·  $2.8B AUM

RIA

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

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SEC IAPD record for firm CRD 265 ↗ FINRA BrokerCheck record for firm CRD 265 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

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