Patrick Steven Maly
Investment adviser representative at Esi Financial Advisors
40 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Equity Services, Inc.Aug 2022 to now
- Integrated Financial ConceptsAug 2022 to now
- MML Investors Services, LLCMar 2017 to Aug 2022
- Massmutual Life InsuranceJul 2016 to Aug 2022
- Metlife Securities Inc.Mar 1986 to Mar 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1849754
- Firm CRD
- 265