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E••• FINANCIAL SERVICES CORPORATION, CRD 226774
HARRISBURG, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| S••••• R•••••• E••••••••• | Certified Financial Planner|Chartered Financial Consultant | HARRISBURG, PA | 10 | 28 | 1 | no |
| B•••• N••••••• Z•••••• | Certified Financial Planner | HARRISBURG, PA | 6 | 16 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| E••••••••• S•••••• R•••••• | PRESIDENT/CCO | E | yes | 09/2015 | Oct 1, 2015 | Apr 18, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $232M | $193M | 20.5% | $150M | 15.8% | 7 | 7 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | 2 | Oct 1, 2015 | Oct 8, 2015 | HARRISBURG, PA | Team lift out | Wirehouse to new firm | 0.2% |
| no |
| R••• R••••• T•••• | n/a | HARRISBURG, PA | 4 | 17 | n/a | no |
| J•••• C• A••• | n/a | HARRISBURG, PA | 3 | 10 | n/a | no |
| $232M |
| $232M |
| 7 |
| 4 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 5, 2025 | $193M | $193M | 7 | 4 | 1 | n/a | n/a |
| 2023 | Mar 18, 2024 | $168M | $168M | 7 | 4 | 1 | n/a | n/a |
| 2022 | Mar 17, 2023 | $150M | $137M | 10 | 3 | 1 | n/a | n/a |
| 2021 | Feb 15, 2022 | $154M | $143M | 10 | 3 | 1 | n/a | n/a |
| 2020 | Mar 12, 2021 | $136M | $126M | 6 | 2 | 1 | n/a | n/a |
| 2019 | Mar 20, 2020 | $117M | $117M | 5 | 3 | 1 | n/a | n/a |
| 2018 | Mar 26, 2019 | $113M | $113M | 5 | 1 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $146M | $141M | 6 | 2 | 1 | n/a | n/a |
| 2016 | Jan 27, 2017 | $125M | $120M | 7 | 4 | n/a | n/a | n/a |
| 2015 | Jan 27, 2016 | $101M | $96.4M | 6 | 5 | n/a | n/a | n/a |