DFX Intelligence
Advisors
Advisors registered through Esi Financial AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
507 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Xinrui Wu | Esi Financial Advisors independent RIA | Fairfax, Va | Jul 21, 2026 | 11 y | 0 | 1 |
| Yossi Yakar dual registrant | Esi Financial Advisors independent RIA | Bradenton, Fl | Dec 21, 2016 | 32 y | 0 | 2 |
| Carey Ann Yukich dual registrant | Esi Financial Advisors independent RIA | Crown Point, In | Mar 25, 2016 | 24 y | 2 | 1 |
| B••••••• G••••• Z••••••• dual registrant | E•• F•••••••• A••••••• independent RIA | Saratoga Springs, Ny | Jul 27, 2022 | 10 y | 1 | 1 |
| A•••••••• V••••• Z••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | E•• F•••••••• A••••••• independent RIA | Hauppauge, Ny | Sep 25, 2017 | 27 y | 5 | 2 |
| P•••• Z•••• dual registrant | E•• F•••••••• A••••••• independent RIA | Red Bank, Nj | Jan 2, 2026 | 13 y | 0 | 1 |
| M••• A••• Z•••••• Chartered Financial Consultant · dual registrant | E•• F•••••••• A••••••• independent RIA | Grand Rapids, Mi | Mar 5, 2010 | 51 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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