Adhit Menon
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.Feb 2026 to now
- National Life GroupDec 2025 to now
- Nylife Securities LLCJun 2024 to Sep 2025
- New York Life Insurance CompanyOct 2022 to Sep 2025
- University of Texas AustinAug 2021 to May 2025
- Rick Reedy High SchoolAug 2019 to Jul 2021
- West Windsor High School NorthAug 2017 to Jul 2019
- Community Middle SchoolAug 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7611775
- Firm CRD
- 265