Kyle Marceau
Investment adviser representative at Esi Financial Advisors
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
14 years in the industry.
- Equity Services, Inc.Jul 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Jun 2025
- Lincoln Financial Advisors CorporationMar 2014 to Feb 2025
- Lincoln Financial Securities CorporationFeb 2011 to Feb 2025
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 5904782
- Firm CRD
- 265