Daniel R Reitz
Investment adviser representative at Esi Financial Advisors
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Equity Services, Inc.Jan 2024 to now
- National LifeJan 2024 to now
- Guardian Life Insurance CompanyJul 2022 to Jan 2024
- Park Avenue SecuritiesJul 2022 to Jan 2024
- Blu Door FinancialNov 2018 to Jun 2022
- Eagle Strategies LLCJul 2018 to Jun 2022
- New York Life Insurance Co.Jul 2018 to Jun 2022
- Nylife Securities LLCJul 2018 to Jun 2022
- Stifel Nicolaus & Co IncNov 2017 to Jul 2018
- Cuso Financial Services, LPJun 2017 to Nov 2017
- Private Advisor Group, LLCJan 2017 to Jun 2017
- LPL Financial LLCDec 2016 to Jun 2017
- Beirne Wealth Consulting Services, LLCJan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 2031009
- Firm CRD
- 265