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 9 of 12

• Walter V ParentiCRD 1586287 · Highland Park, IL
  IA RegisteredBroker
• Matthew David ParksCRD 7034924 · Timonium, MD
  IA RegisteredBroker
• Jeffrey Carlton ParmerCRD 7317601 · Irvine, CA
  Broker
• Spencer Todd ParrishCRD 4125651 · Montpelier, VT
  Broker
• Philip Guy PartridgeCRD 3099017 · Montpelier, VT
  Broker
• Jerome N PasichowCRD 2863625 · Red Bank, NJ
  IA RegisteredBroker
• Jean Inez PatnoCRD 2413680 · Colchester, VT
  Broker
• James Lloyd PattersonCRD 4734408 · Roanoke, VA
  Broker
• Michael Joseph PelellaCRD 5552436 · Clifton Park, NY
  IA RegisteredBroker
• Brian D PellegriniCRD 5279119 · White Plains, NY
  IA RegisteredBroker
• Benjamin John PerezCRD 7377924 · Fairfax, VA
  IA RegisteredBroker
• William Harold PettitCRD 8112746 · Crown Point, IN
  IA RegisteredBroker
• Barry Joseph PhillipsCRD 4822215 · Morton, PA
  IA RegisteredRegistration inactive
• Douglas Nolan PiCRD 728030 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron Joseph PiresCRD 6050827 · Montpelier, VT
  Broker
• John PontieriCRD 7697592 · Red Bank, NJ
  IA RegisteredBroker
• John Walton PossCRD 1862060 · Lawrenceville, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tracy PotwinCRD 6161329 · Montpelier, VT
  Broker
• Theopolis J PowellCRD 7059530 · Oakbrook Terrace, IL
  Broker
• Dimitrios George PrassosCRD 6227959 · Timonium, MD
  IA RegisteredBroker
• Michael Patrick PrevitiCRD 4363006 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Erwin Espina PrietoCRD 4179228 · Chino Hills, CA
  IA RegisteredBroker
• Bryan H PritchardCRD 6130087 · Montpelier, VT
  Broker
• Robert PudmerickyCRD 6193289 · Fairfax, VA
  IA RegisteredBroker
• Ronald Hunt PurdyCRD 1899916 · Sandy Springs, GA
  IA RegisteredBroker
• Chase Christopher PetterCRD 7982365 · Addison, TX
  IA RegisteredBroker
• Mark Christopher RaffaCRD 2093516 · Melville, NY
  IA RegisteredBroker
• Michael Anthony RagusaCRD 4845903 · Amherst, NY
  IA RegisteredBroker
• Neil Andrew RamirezCRD 8112659 · Hickory, NC
  IA Registered
• Travis Peter RamsdellCRD 2910460 · Rocky Hill, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Francis RandallCRD 2891390 · Montpelier, VT
  IA RegisteredBroker
• Randall Scott RanerCRD 2407751 · Colchester, VT
  IA RegisteredBroker
• Melissa Ann RaymerCRD 4714554 · Addison, TX
  IA RegisteredBroker
• Brittiny Belmonte RazzanoCRD 5547450 · Clifton Park, NY
  IA RegisteredBroker
• Romairo St Jacques ReeseCRD 6465219 · Jacksonville, FL
  Broker
• Neal O ReginoCRD 5505690 · Media, PA
  IA RegisteredBroker
• Victor Allen ReidenbachCRD 3199218 · Coshocton, OH
  IA RegisteredBroker
• Stuart ReisCRD 1774651 · Boca Raton, FL
  Broker
• Daniel R ReitzCRD 2031009 · Whitehall, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean David RelyeaCRD 7993320 · Latham, NY
  IA RegisteredBroker
• Neil Howard ResnikCRD 716435 · Addison, TX
  IA RegisteredBroker
• Charles ReutemannCRD 6205424 · Clifton Park, NY
  IA RegisteredBroker
• Donald Charles ReutemannCRD 4343381 · Clifton Park, NY
  IA RegisteredBroker
• Lee Turner RevelsCRD 2383236 · Montpelier, VT
  BrokerRegistration inactive
• William George ReynoldsCRD 1532396 · Castle Pines, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Anthony RicciardelliCRD 3243452 · Queensbury, NY
  IA RegisteredBroker
• Ka Dedrick RichardsonCRD 7679473 · Memphis, TN
  IA RegisteredBroker
• John Thompson RickeltonCRD 1403628 · Charlotte, NC
  IA RegisteredBroker
• Daniel RiegnerCRD 5725385 · Cincinnati, OH
  IA RegisteredBroker
• James Norman RileyCRD 1857635 · Sea Cliff, 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.