Skip to content

David Joseph Chiusano

Investment adviser representative at Esi Financial Advisors
12 yearsExperience
2 statesRegistered in
$2.8BFirm assets
34 yearsFirm in business

Are you David Joseph Chiusano? Claim your profile

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.

  1. Equity Services, Inc.Jan 2014 to now
  2. National Life GroupJan 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

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
2144405
Firm CRD
265
Advisor's SEC record (opens in a new tab)
CallContact this firm