David Anthony Critelli
Investment adviser representative at Esi Financial Advisors
41 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
41 years in the industry.
- Equity Services, Inc.Apr 2022 to now
- National LifeApr 2022 to now
- Dac Tax & Accounting Svcs, IncJan 1985 to now
- First Allied Advisory Services, Inc.May 2016 to Apr 2022
- First Allied Securities, Inc.May 2016 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (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
- 2390899
- Firm CRD
- 265