Albert Binman
Investment adviser representative at Esi Financial Advisors
13 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
13 years in the industry.
- Equity Services, Inc.May 2026 to now
- National Life GroupNov 2024 to now
- Facefashions LLCApr 2017 to now
- Ameritas Advisory Services, LLCMar 2025 to Mar 2026
- Ameritas Investment Company, LLCOct 2024 to Mar 2026
- Ameritas Life Insurance Corp of New YorkAug 2024 to Mar 2026
- Dipaola FinancialJan 2024 to May 2025
- Bank of America, N.AJan 2020 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Oct 2022
- JP Morgan Securities LLCFeb 2017 to Oct 2019
- Ameritas Investment CorpJan 2014 to Feb 2017
- Ameritas Life Insurance Corp of New YorkDec 2013 to Feb 2017
- Dipaola Financial GroupDec 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2025
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
- 6284325
- Firm CRD
- 265