TrueAdvisor
TrueAdvisor
AC
AC

Aidan Joseph Costello

Esi Financial Advisors
2 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Esi Financial Advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K

Location

One National Life Drive, Montpelier, VT, 05604

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Esi Financial Advisors
December 2023 - Present · 2 yrs 2 mos
Equity Services, INC.Broker
October 2023 - Present · 2 yrs 4 mos
State Registrations1 state
VT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.