Robert Pudmericky
Investment adviser representative at Esi Financial Advisors
9 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
9 years in the industry.
- Equity Services, Inc.Nov 2025 to now
- National Life GroupNov 2025 to now
- Christopher MenkeMay 2025 to Aug 2025
- Northwestern Mutual Investment Services LLCMay 2025 to Aug 2025
- Kyle Kyle MenkeMar 2025 to May 2025
- UnemployedNov 2024 to Feb 2025
- Prostatis LLCSep 2023 to Oct 2024
- LPL FinancialMay 2021 to Sep 2023
- MassmutualOct 2017 to May 2021
- New York LifeJan 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6193289
- Firm CRD
- 265