Howard Anthony Mascoe
Investment adviser representative at Esi Financial Advisors
11 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
11 years in the industry.
- Equity Services, Inc.Mar 2026 to now
- National Life GroupJan 2026 to now
- Venus Et FleurNov 2024 to May 2025
- Equitable Advisors, LLC.Oct 2024 to Jan 2026
- Tiffany & CoJun 2023 to Nov 2024
- UmemployedApr 2023 to Jun 2023
- Louis VittonJun 2021 to Apr 2023
- ItutorAug 2018 to Jun 2021
- School ProfessionalsJan 2018 to Jun 2018
- Mueller ServicesApr 2017 to Aug 2017
- Pfs Investments Inc.Sep 2015 to Dec 2022
- Primerica Financial ServicesMar 2015 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- 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
- 6548811
- Firm CRD
- 265