Brittiny Belmonte Razzano
Investment adviser representative at Esi Financial Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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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
11 years in the industry.
- Equity Services, Inc.Apr 2022 to now
- National Life GroupNov 2018 to now
- Razzano Law, PllcOct 2018 to now
- Tsa Management IncAug 2021 to Apr 2022
- Halliday Financial LLCJul 2021 to Apr 2022
- Health Management Systems, Inc.Jun 2016 to Jul 2020
- Pks Advisory Services, LLCMar 2015 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2021
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
- 5547450
- Firm CRD
- 265