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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Equity Services Inc 2 years, 11 months Apr 2014 - Present
Prudential Insurance Company of America 4 years, 3 months Jan 2010 - Apr 2014
Acacia Life Insurance 9 months Apr 2009 - Jan 2010
Equity Services, Inc. 2 years, 2 months Feb 2007 - Apr 2009
National Life Insurance 2 years, 3 months Jan 2007 - Apr 2009
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Eric D. Goldstein?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 2, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Esi Financial Advisors

Last updated on Sept. 6, 2016
    • $974.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $148.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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