Vincent Anthony Colatriano
Investment adviser representative at Esi Financial Advisors
12 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
12 years in the industry.
- Equity Services, Inc.Aug 2025 to now
- National Life GroupAug 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to Jul 2025
- Ameritas Investment CorpJul 2019 to Jul 2025
- Dipaola Financial GroupJun 2019 to Jul 2025
- Ameritas Life Insurance CorpMay 2019 to Jul 2025
- Ameritas Life Insurance Corp of New YorkMay 2019 to Jul 2025
- The Prudential Insurance Company of AmericaJun 2017 to May 2019
- Pruco Securities LLCMay 2017 to May 2019
- Pruco Securities LLCJun 2016 to Dec 2016
- Crown Vape Co.Oct 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6694287
- Firm CRD
- 265